Position in MSFT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$115,861,876
+$2,323,335 QoQ
Shares Held
310,605
+1.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
3.01%
of 13F equity value
Holder Rank
#687
of 6,233 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Derivatives in MSFT
reported options exposure · as of Dec 31, 2020CallValue
$50,710
CallShares
228
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Independent Advisor Alliance holds $180,873,719 across 19 Software - Infrastructure names. MSFT ranks #1 (64.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
310,605 | $115,861,876 | |
| 2 | PANW |
Palo Alto Networks Inc
|
57,614 | $19,647,525 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
121,376 | $14,160,937 | |
| 4 | ORCL |
Oracle Corp
|
66,473 | $9,741,617 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
45,524 | $8,685,295 | |
| 6 | FTNT |
Fortinet, Inc.
|
18,260 | $2,805,100 | |
| 7 | TWLO |
Twilio Inc
|
7,924 | $1,634,958 | |
| 8 | SNPS |
Synopsys Inc
|
3,498 | $1,560,352 |
All Filings in MSFT
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $115,861,876 | 310,605 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $113,538,541 | 306,720 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $163,225,618 | 337,508 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $171,148,290 | 330,434 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $156,764,729 | 315,162 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $121,445,421 | 323,518 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $137,413,636 | 326,011 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $129,278,900 | 300,439 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $142,897,959 | 319,718 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $131,254,121 | 311,975 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $116,789,374 | 310,577 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $96,395,948 | 305,292 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $103,188,387 | 303,014 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $84,531,577 | 293,207 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $71,951,995 | 300,025 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $70,988,152 | 304,801 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $83,822,890 | 326,375 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $101,240,679 | 328,373 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $107,190,564 | 318,716 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $83,162,452 | 294,986 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $81,910,678 | 302,365 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $71,610,421 | 303,730 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $64,586,541 | 290,381 | Shares | Sole | 2021-02-11 | |
| 2020-12-31 | $50,710 | 228 | Call | Sole | 2021-02-11 | |
| 2020-09-30 | $55,938,524 | 265,956 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $52,219,240 | 256,593 | Shares | Sole | 2020-08-06 | |
| 2020-06-30 | $610 | 3 | Call | Sole | 2020-08-06 | |
| 2020-03-31 | $38,949,638 | 246,970 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||