Position in MSFT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$87,240,425
+$1,739,669 QoQ
Shares Held
233,876
+1.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
2.80%
of 13F equity value
Holder Rank
#794
of 6,179 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 Mar 31, 2025CallValue
$80,563
CallShares
300
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, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $149,222,356 across 23 Software - Infrastructure names. MSFT ranks #1 (58.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
233,876 | $87,240,425 | |
| 2 | PANW |
Palo Alto Networks Inc
|
60,596 | $20,664,447 | |
| 3 | NET |
Cloudflare, Inc.
|
27,423 | $6,726,313 | |
| 4 | ORCL |
Oracle Corp
|
45,728 | $6,701,438 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
34,948 | $6,667,554 | |
| 6 | GEN |
Gen Digital Inc.
|
168,053 | $4,182,839 | |
| 7 | PLTR |
Palantir Technologies Inc.
|
34,826 | $4,063,149 | |
| 8 | NTAP |
NetApp, Inc.
|
25,156 | $3,893,142 |
All Filings in MSFT
Export CSV
30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $87,240,425 | 233,876 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $85,500,756 | 230,977 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $59,424,807 | 122,875 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $39,043,071 | 75,380 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $20,916,090 | 42,050 | Shares | Sole | 2026-02-03 | |
| 2025-03-31 | $80,563 | 300 | Call | Sole | 2026-02-03 | |
| 2025-03-31 | $15,587,318 | 41,523 | Shares | Sole | 2026-02-03 | |
| 2024-12-31 | $17,841,252 | 42,328 | Shares | Sole | 2026-02-03 | |
| 2024-12-31 | $126,450 | 300 | Call | Sole | 2026-02-03 | |
| 2024-09-30 | $129,090 | 300 | Call | Sole | 2026-02-03 | |
| 2024-09-30 | $15,650,011 | 36,370 | Shares | Sole | 2026-02-03 | |
| 2024-06-30 | $134,085 | 300 | Call | Sole | 2026-02-03 | |
| 2024-06-30 | $20,644,173 | 46,189 | Shares | Sole | 2026-02-03 | |
| 2024-03-31 | $19,664,873 | 46,741 | Shares | Sole | 2026-02-03 | |
| 2023-12-31 | $14,341,037 | 38,137 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $11,742,426 | 37,189 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $12,510,417 | 36,737 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $10,969,815 | 38,050 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $9,807,678 | 40,896 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $10,005,151 | 42,959 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $10,896,269 | 42,426 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $12,464,664 | 40,429 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $13,506,274 | 40,159 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $11,219,006 | 39,795 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $9,833,399 | 36,299 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $8,073,236 | 34,242 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $5,470,419 | 24,595 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $5,203,774 | 24,741 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $4,378,517 | 21,515 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $1,959,073 | 12,422 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||