Position in MSFT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$67,891,505
+$7,804,401 QoQ
Shares Held
182,005
+12.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
3.01%
of 13F equity value
Holder Rank
#901
of 6,189 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026LEVEL FOUR ADVISORY SERVICES, LLC holds $110,237,207 across 13 Software - Infrastructure names. MSFT ranks #1 (61.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
182,005 | $67,891,505 | |
| 2 | TWLO |
Twilio Inc
|
61,358 | $12,659,996 | |
| 3 | PANW |
Palo Alto Networks Inc
|
27,242 | $9,290,066 | |
| 4 | MDB |
MongoDB, Inc.
|
23,260 | $7,813,034 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
34,688 | $4,047,048 | |
| 6 | ORCL |
Oracle Corp
|
21,540 | $3,156,687 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
9,320 | $1,778,116 | |
| 8 | CRWV |
CoreWeave, Inc.
|
11,693 | $1,163,921 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $67,891,505 | 182,005 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $60,087,104 | 162,323 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $75,755,204 | 156,642 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $77,638,115 | 149,895 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $76,420,082 | 153,636 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $55,916,217 | 148,955 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $59,835,718 | 141,959 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $59,858,172 | 139,108 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $61,682,228 | 138,007 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $51,171,752 | 121,629 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $44,499,445 | 118,337 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $38,303,316 | 121,309 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $40,483,054 | 118,879 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $37,278,631 | 129,305 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $33,409,084 | 139,309 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $22,863,094 | 98,167 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $25,113,864 | 97,784 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $28,775,497 | 93,333 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $31,412,960 | 93,402 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $19,852,806 | 70,420 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $27,261,479 | 100,633 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $23,541,398 | 99,849 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $22,520,469 | 101,252 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $23,197,716 | 110,292 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $49,304,367 | 242,270 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $16,149,819 | 102,402 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||