Position in MSFT
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$38,631,070
+$2,514,324 QoQ
Shares Held
103,563
+6.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.89%
of 13F equity value
Holder Rank
#1,197
of 6,179 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 55%
Shared 45%
None 0%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Belpointe Asset Management LLC holds $68,327,629 across 16 Software - Infrastructure names. MSFT ranks #1 (56.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
103,563 | $38,631,070 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
68,471 | $7,988,511 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
32,956 | $6,287,510 | |
| 4 | NET |
Cloudflare, Inc.
|
14,994 | $3,677,728 | |
| 5 | ORCL |
Oracle Corp
|
23,481 | $3,441,140 | |
| 6 | PANW |
Palo Alto Networks Inc
|
6,408 | $2,185,256 | |
| 7 | DOCN |
DigitalOcean Holdings, Inc.
|
9,672 | $1,518,794 | |
| 8 | CRWV |
CoreWeave, Inc.
|
10,919 | $1,086,877 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,631,070 | 103,563 | Shares | Other | 2026-07-31 | |
| 2026-03-31 | $36,116,746 | 97,568 | Shares | Other | 2026-04-28 | |
| 2025-12-31 | $41,286,639 | 85,370 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $43,513,497 | 84,011 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $43,174,690 | 86,799 | Shares | Other | 2025-07-22 | |
| 2025-03-31 | $29,322,839 | 78,113 | Shares | Other | 2025-05-20 | |
| 2024-12-31 | $33,556,036 | 79,611 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $34,520,817 | 80,225 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $34,998,419 | 78,305 | Shares | Other | 2024-08-02 | |
| 2024-03-31 | $33,053,446 | 78,564 | Shares | Other | 2024-05-08 | |
| 2023-12-31 | $25,161,588 | 66,912 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $19,046,355 | 60,321 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $19,590,585 | 57,528 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $32,850,055 | 113,944 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $24,671,722 | 102,876 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $25,520,716 | 109,578 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $27,529,607 | 107,190 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $24,892,949 | 80,740 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $25,315,479 | 75,272 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $20,807,105 | 73,805 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $23,279,520 | 85,934 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $17,549,775 | 74,436 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $18,266,242 | 82,125 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $16,013,474 | 76,135 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $13,028,506 | 64,019 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $9,751,682 | 61,833 | Shares | Sole | 2020-07-20 | |
| No filing history on record for this holder in this stock. | ||||||