Position in MSFT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,510,357
+$219,575 QoQ
Shares Held
4,049
+16.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.35%
of 13F equity value
Holder Rank
#4,826
of 6,194 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, 2026Spectrum Wealth Advisory Group, LLC holds $2,503,811 across 13 Software - Infrastructure names. MSFT ranks #1 (60.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
4,049 | $1,510,357 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
4,280 | $499,347 | |
| 3 | PANW |
Palo Alto Networks Inc
|
368 | $125,495 | |
| 4 | NET |
Cloudflare, Inc.
|
495 | $121,413 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
592 | $112,944 | |
| 6 | CRWV |
CoreWeave, Inc.
|
587 | $58,429 | |
| 7 | ORCL |
Oracle Corp
|
221 | $32,387 | |
| 8 | NTAP |
NetApp, Inc.
|
202 | $31,261 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,510,357 | 4,049 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,290,782 | 3,487 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,807,771 | 3,738 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,919,004 | 3,705 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,879,214 | 3,778 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,419,724 | 3,782 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,591,162 | 3,775 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,224,633 | 2,846 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,276,489 | 2,856 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,148,565 | 2,730 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $1,025,837 | 2,728 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $842,736 | 2,669 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $908,220 | 2,667 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $790,230 | 2,741 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $667,419 | 2,783 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $629,761 | 2,704 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $719,894 | 2,803 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $872,517 | 2,830 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $961,202 | 2,858 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $638,266 | 2,264 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $851,980 | 3,145 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $549,815 | 2,332 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $524,466 | 2,358 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $787,475 | 3,744 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $337,216 | 1,657 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $259,906 | 1,648 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||