Position in MSFT
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$9,983,880
+$768,128 QoQ
Shares Held
26,765
+7.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
5.86%
of 13F equity value
Holder Rank
#575
of 1,901 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)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026HHM Wealth Advisors, LLC holds $13,597,865 across 15 Software - Infrastructure names. MSFT ranks #1 (73.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
26,765 | $9,983,880 | |
| 2 | FTNT |
Fortinet, Inc.
|
5,240 | $804,968 | |
| 3 | ORCL |
Oracle Corp
|
4,367 | $639,983 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
5,047 | $588,833 | |
| 5 | CRWV |
CoreWeave, Inc.
|
5,199 | $517,508 | |
| 6 | PANW |
Palo Alto Networks Inc
|
904 | $308,282 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
1,200 | $228,942 | |
| 8 | NTAP |
NetApp, Inc.
|
945 | $146,248 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,983,880 | 26,765 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $9,215,752 | 24,896 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $11,579,797 | 23,944 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $12,307,009 | 23,761 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $11,925,902 | 23,976 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $9,325,062 | 24,841 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $10,310,733 | 24,462 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $8,208,833 | 19,077 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $8,399,977 | 18,794 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $7,258,261 | 17,252 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $6,549,864 | 17,418 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $5,452,686 | 17,269 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $5,921,650 | 17,389 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $5,010,942 | 17,381 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $4,063,989 | 16,946 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $3,913,418 | 16,803 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $4,650,420 | 18,107 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $5,396,041 | 17,502 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $4,235,950 | 12,595 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $3,515,542 | 12,470 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $3,438,262 | 12,692 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $2,899,263 | 12,297 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $2,673,488 | 12,020 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $2,471,377 | 11,750 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $2,218,666 | 10,902 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,590,505 | 10,085 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||