Position in MSFT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$4,181,181
+$19,730 QoQ
Shares Held
11,209
-0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.42%
of 13F equity value
Holder Rank
#3,587
of 6,189 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 Dec 31, 2023CallValue
$940,100
CallShares
2,500
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, 2026Clarity Wealth Advisors, LLC holds $8,071,231 across 8 Software - Infrastructure names. MSFT ranks #1 (51.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
11,209 | $4,181,181 | |
| 2 | SNPS |
Synopsys Inc
|
2,140 | $954,589 | |
| 3 | ORCL |
Oracle Corp
|
5,354 | $784,628 | |
| 4 | PANW |
Palo Alto Networks Inc
|
2,267 | $773,092 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
5,445 | $635,268 | |
| 6 | CRWV |
CoreWeave, Inc.
|
3,000 | $298,620 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
4,796 | $228,751 | |
| 8 | NTNX |
Nutanix, Inc.
|
4,221 | $215,102 |
All Filings in MSFT
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,181,181 | 11,209 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $4,161,451 | 11,242 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $5,148,618 | 10,646 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $5,161,371 | 9,965 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $5,094,970 | 10,243 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $3,783,931 | 10,080 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $4,224,273 | 10,022 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $4,325,805 | 10,053 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $4,329,157 | 9,686 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $4,166,390 | 9,903 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $3,604,343 | 9,585 | Shares | Sole | 2024-01-10 | |
| 2023-12-31 | $940,100 | 2,500 | Call | Sole | 2024-01-10 | |
| 2023-09-30 | $2,979,732 | 9,437 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $2,944,989 | 8,648 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $2,255,370 | 7,823 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,826,229 | 7,615 | Shares | Sole | 2023-02-06 | |
| 2022-12-31 | $191,856 | 800 | Call | Sole | 2023-02-06 | |
| 2022-09-30 | $1,708,554 | 7,336 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $2,016,885 | 7,853 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $2,074,617 | 6,729 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $2,215,339 | 6,587 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $1,886,890 | 6,693 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $1,790,378 | 6,609 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,560,561 | 6,619 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $1,517,571 | 6,823 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $1,430,454 | 6,801 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $1,668,985 | 8,201 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $1,321,609 | 8,380 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||