Position in MSFT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$153,646,191
+$6,067,186 QoQ
Shares Held
411,898
+3.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
3.43%
of 13F equity value
Holder Rank
#591
of 6,222 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 12%
Shared 0%
None 88%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Derivatives in MSFT
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$373,020
PutShares
1,000
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, 2026Apollon Wealth Management, LLC holds $270,431,805 across 29 Software - Infrastructure names. MSFT ranks #1 (56.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
411,898 | $153,646,191 | |
| 2 | PANW |
Palo Alto Networks Inc
|
188,976 | $64,444,595 | |
| 3 | ORCL |
Oracle Corp
|
85,852 | $12,581,610 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
106,126 | $12,381,720 | |
| 5 | TOST |
Toast, Inc.
|
135,683 | $3,774,701 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
70,412 | $3,358,388 | |
| 7 | CLBT |
Cellebrite DI Ltd.
|
228,173 | $3,331,325 | |
| 8 | FTNT |
Fortinet, Inc.
|
21,089 | $3,239,692 |
All Filings in MSFT
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $373,020 | 1,000 | Put | Sole | 2026-07-23 | |
| 2026-06-30 | $153,646,191 | 411,898 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $147,579,005 | 398,679 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $174,891,016 | 361,629 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $190,256,501 | 367,326 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $175,358,413 | 352,543 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $128,098,834 | 341,242 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $120,251,842 | 285,295 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $102,920,875 | 239,184 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $103,185,111 | 230,865 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $96,668,413 | 229,769 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $85,219,688 | 226,624 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $54,163,755 | 171,540 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $63,612,190 | 186,798 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $43,919,622 | 152,340 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $37,485,784 | 156,308 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $35,778,098 | 153,620 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $37,204,650 | 144,861 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $44,570,218 | 144,563 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $50,189,706 | 149,232 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $24,829,822 | 88,074 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $14,825,273 | 54,726 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $13,283,989 | 56,343 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $8,174,824 | 36,754 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $4,573,625 | 21,745 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $3,634,688 | 17,860 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $704,490 | 4,467 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||