Position in MSFT
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$41,426,094
-$17,171,723 QoQ
Shares Held
111,911
-7.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
6.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Derivatives in MSFT
reported options exposure · as of Jun 30, 2022CallValue
$436,611
CallShares
1,700
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 Mar 31, 2026HOEY INVESTMENTS, INC holds $65,094,620 across 10 Software - Infrastructure names. MSFT ranks #1 (63.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
111,911 | $41,426,094 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
160,016 | $23,407,140 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
1,202 | $117,318 | |
| 4 | PANW |
Palo Alto Networks Inc
|
409 | $65,570 | |
| 5 | NTAP |
NetApp, Inc.
|
400 | $40,956 | |
| 6 | QLYS |
Qualys, Inc.
|
300 | $26,355 | |
| 7 | ORCL |
Oracle Corp
|
34 | $5,001 | |
| 8 | SNPS |
Synopsys Inc
|
8 | $3,171 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $41,426,094 | 111,911 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $58,597,817 | 121,165 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $62,977,022 | 121,589 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $60,101,552 | 120,829 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $42,404,053 | 112,960 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $56,699,758 | 134,519 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $61,845,728 | 143,727 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $64,238,782 | 143,727 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $58,689,598 | 139,498 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $50,418,315 | 134,077 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $41,631,006 | 131,848 | Shares | Sole | 2024-04-22 | |
| 2023-06-30 | $44,295,399 | 130,074 | Shares | Sole | 2024-04-22 | |
| 2023-03-31 | $36,964,961 | 128,217 | Shares | Sole | 2024-04-22 | |
| 2022-12-31 | $31,093,382 | 129,653 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $31,390,029 | 134,779 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $33,909,008 | 132,029 | Shares | Sole | 2022-08-11 | |
| 2022-06-30 | $436,611 | 1,700 | Call | Sole | 2022-08-11 | |
| 2022-03-31 | $43,234,619 | 140,231 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $44,629,327 | 132,699 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $34,186,183 | 121,262 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $32,504,478 | 119,987 | Shares | Sole | 2021-11-12 | |
| 2021-03-31 | $35,424,442 | 150,250 | Shares | Sole | 2021-11-12 | |
| 2020-12-31 | $33,068,071 | 148,674 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $28,089,781 | 133,551 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $24,500,161 | 120,388 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $17,509,910 | 111,026 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||