Position in MSFT
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$13,802,483
-$2,103,719 QoQ
Shares Held
37,002
-13.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.21%
of 13F equity value
Holder Rank
#2,079
of 6,179 holders
Holding Since
Jun 2020
25 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, 2025CallValue
$1,073
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, 2026Advisor OS, LLC holds $20,162,127 across 10 Software - Infrastructure names. MSFT ranks #1 (68.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
37,002 | $13,802,483 | |
| 2 | PANW |
Palo Alto Networks Inc
|
5,098 | $1,738,518 | |
| 3 | ORCL |
Oracle Corp
|
8,323 | $1,219,731 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
5,988 | $1,142,418 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
7,499 | $874,905 | |
| 6 | SNPS |
Synopsys Inc
|
807 | $359,975 | |
| 7 | CRWV |
CoreWeave, Inc.
|
3,094 | $307,975 | |
| 8 | NET |
Cloudflare, Inc.
|
1,179 | $289,184 |
All Filings in MSFT
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,802,483 | 37,002 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $15,906,202 | 42,970 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $20,882,225 | 43,179 | Shares | Sole | 2026-02-04 | |
| 2025-12-31 | $1,073 | 300 | Call | Sole | 2026-02-04 | |
| 2025-09-30 | $21,802,067 | 42,093 | Shares | Sole | 2025-11-12 | |
| 2025-09-30 | $736 | 300 | Call | Sole | 2025-11-12 | |
| 2025-06-30 | $19,596,955 | 39,398 | Shares | Sole | 2025-08-14 | |
| 2025-06-30 | $1,913 | 300 | Call | Sole | 2025-08-14 | |
| 2025-03-31 | $13,675,831 | 36,431 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $16,383,704 | 38,870 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $16,687,891 | 38,782 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $16,895,602 | 37,802 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $14,831,639 | 35,253 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $12,372,465 | 32,902 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $10,169,041 | 32,206 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $10,275,451 | 30,174 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $6,485,881 | 22,497 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $4,937,890 | 20,590 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $4,502,419 | 19,332 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $6,036,271 | 23,503 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $6,737,495 | 21,853 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $10,387,913 | 30,887 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $7,903,905 | 28,036 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $7,617,975 | 28,121 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $6,221,495 | 26,388 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $5,411,701 | 24,331 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $2,353,382 | 11,189 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $2,569,110 | 12,624 | Shares | Sole | 2020-08-28 | |
| No filing history on record for this holder in this stock. | ||||||