Position in MSFT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$32,680,655
+$1,736,294 QoQ
Shares Held
87,611
+4.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
5.95%
of 13F equity value
Holder Rank
#1,321
of 6,222 holders
Holding Since
Mar 2020
20 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, 2026Crewe Advisors LLC holds $37,040,730 across 37 Software - Infrastructure names. MSFT ranks #1 (88.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
87,611 | $32,680,655 | |
| 2 | ORCL |
Oracle Corp
|
7,936 | $1,163,020 | |
| 3 | PANW |
Palo Alto Networks Inc
|
2,446 | $834,134 | |
| 4 | MDB |
MongoDB, Inc.
|
1,000 | $335,900 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
2,691 | $313,958 | |
| 6 | FTNT |
Fortinet, Inc.
|
1,519 | $233,348 | |
| 7 | OKTA |
Okta, Inc.
|
1,500 | $204,675 | |
| 8 | PDYN |
Palladyne AI Corp.
|
31,150 | $189,392 |
All Filings in MSFT
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,680,655 | 87,611 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $30,944,361 | 83,595 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $28,801,021 | 59,553 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $31,181,625 | 60,202 | Shares | Sole | 2025-11-13 | |
| 2024-06-30 | $22,211,627 | 49,696 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $21,281,700 | 50,584 | Shares | Sole | 2024-05-14 | |
| 2023-06-30 | $15,765,639 | 46,296 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $13,702,899 | 47,530 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $11,454,522 | 47,763 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $11,178,734 | 47,998 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $11,307,454 | 44,027 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $12,280,295 | 39,831 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $12,440,476 | 36,990 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $10,288,952 | 36,496 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $7,202,147 | 26,586 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $6,255,449 | 26,532 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $4,460,855 | 20,056 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $4,248,666 | 20,200 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $4,098,284 | 20,138 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $3,002,325 | 19,037 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||