SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC

Position in MSFT — Microsoft Corp

CIK 1794153 MINNEAPOLIS, MN

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Position in MSFT

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$5,702,839

-$1,375,423 QoQ

Shares Held

15,406

+5.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

2.14%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 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 Mar 31, 2026

SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC holds $10,683,996 across 5 Software - Infrastructure names. MSFT ranks #1 (53.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	15,406	$5,702,839
2	PANW	Palo Alto Networks Inc	18,916	$3,032,613
3	ORCL	Oracle Corp	5,743	$844,852
4	PLTR	Palantir Technologies Inc.	5,547	$811,415
5	LSAK	Lesaka Technologies Inc	57,422	$292,277

All Filings in MSFT

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$5,702,839	15,406	+5.3%	Shares	Sole	2026-05-08
2025-12-31	$7,078,262	14,636	+1.2%	Shares	Sole	2026-02-09
2025-09-30	$7,488,003	14,457	+0.1%	Shares	Sole	2025-11-07
2025-06-30	$7,181,605	14,438	-0.9%	Shares	Sole	2025-08-08
2025-03-31	$5,467,930	14,566	-0.6%	Shares	Sole	2025-05-02
2024-12-31	$6,177,925	14,657	-5.1%	Shares	Sole	2025-02-07
2024-09-30	$6,643,832	15,440	-1.1%	Shares	Sole	2024-11-08
2024-06-30	$6,976,442	15,609	-0.0%	Shares	Sole	2024-08-02
2024-03-31	$6,567,859	15,611	-1.9%	Shares	Sole	2024-05-03
2023-12-31	$5,981,292	15,906	+0.8%	Shares	Sole	2024-02-05
2023-09-30	$4,980,324	15,773	+0.2%	Shares	Sole	2023-11-03
2023-06-30	$5,360,780	15,742	-1.4%	Shares	Sole	2023-08-11
2023-03-31	$4,601,844	15,962	+31.6%	Shares	Sole	2023-04-27
2022-12-31	$2,908,297	12,127	-2.7%	Shares	Sole	2023-02-09
2022-09-30	$2,902,166	12,461	-0.6%	Shares	Sole	2022-11-04
2022-06-30	$3,218,336	12,531	-0.3%	Shares	Sole	2022-08-09
2022-03-31	$3,875,456	12,570	+1.6%	Shares	Sole	2022-05-11
2021-12-31	$4,161,623	12,374	+0.3%	Shares	Sole	2022-02-08
2021-09-30	$3,476,637	12,332	+6.7%	Shares	Sole	2021-10-21
2021-06-30	$3,130,249	11,555	+5.6%	Shares	Sole	2021-07-28
2021-03-31	$2,580,266	10,944	+0.3%	Shares	Sole	2021-05-07
2020-12-31	$2,426,157	10,908	+1.5%	Shares	Sole	2021-02-12
2020-09-30	$2,259,785	10,744	+19.7%	Shares	Sole	2020-11-03
2020-06-30	$1,826,705	8,976	-35.6%	Shares	Sole	2020-07-15
2020-03-31	$2,199,423	13,946	—	Shares	Sole	2020-04-14
No filing history on record for this holder in this stock.