Position in MSFT
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$9,541,478
+$31,071 QoQ
Shares Held
25,579
-0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.47%
of 13F equity value
Holder Rank
#2,482
of 6,215 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Derivatives in MSFT
reported options exposure · as of Jun 30, 2021CallValue
$0
CallShares
0
PutValue
$1,000
PutShares
200
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, 2026Cypress Wealth Services, LLC holds $12,323,545 across 7 Software - Infrastructure names. MSFT ranks #1 (77.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
25,579 | $9,541,478 | |
| 2 | ORCL |
Oracle Corp
|
6,601 | $967,376 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
6,998 | $816,456 | |
| 4 | CRWV |
CoreWeave, Inc.
|
3,204 | $318,926 | |
| 5 | PANW |
Palo Alto Networks Inc
|
894 | $304,871 | |
| 6 | OKTA |
Okta, Inc.
|
1,771 | $241,652 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
2,784 | $132,786 |
All Filings in MSFT
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,541,478 | 25,579 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $9,510,407 | 25,692 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $12,247,676 | 25,325 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $8,767,339 | 16,927 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $8,323,658 | 16,734 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $5,422,133 | 14,444 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $6,032,086 | 14,311 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $5,288,817 | 12,291 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $5,230,208 | 11,702 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $4,711,643 | 11,199 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $3,708,130 | 9,861 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $3,054,249 | 9,673 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $3,352,956 | 9,846 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $2,485,146 | 8,620 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $2,111,135 | 8,803 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $1,915,369 | 8,224 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $2,251,114 | 8,765 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $3,485,752 | 11,306 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $3,830,012 | 11,388 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $3,175,546 | 11,264 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $3,995,775 | 14,750 | Shares | Sole | 2021-07-14 | |
| 2021-06-30 | $1,000 | 200 | Put | Sole | 2021-07-14 | |
| 2021-03-31 | $6,749,623 | 28,628 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $5,924,379 | 26,636 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $5,446,705 | 25,896 | Put | Sole | 2020-10-23 | |
| 2020-06-30 | $5,250,965 | 25,802 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $4,017,031 | 25,471 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||