Position in MSFT
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$45,263,365
+$338,424 QoQ
Shares Held
121,343
-0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
6.06%
of 13F equity value
Holder Rank
#1,101
of 6,179 holders
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)
Derivatives in MSFT
reported options exposure · as of Jun 30, 2026CallValue
$223,812
CallShares
600
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, 2026Apella Capital, LLC holds $52,060,632 across 8 Software - Infrastructure names. MSFT ranks #1 (86.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
121,343 | $45,263,365 | |
| 2 | ORCL |
Oracle Corp
|
16,125 | $2,363,118 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
13,435 | $1,567,461 | |
| 4 | PANW |
Palo Alto Networks Inc
|
3,595 | $1,225,966 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
17,280 | $824,191 | |
| 6 | FTNT |
Fortinet, Inc.
|
2,435 | $374,064 | |
| 7 | SNPS |
Synopsys Inc
|
582 | $259,612 | |
| 8 | BB |
BLACKBERRY Ltd
|
14,455 | $182,855 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $45,263,365 | 121,343 | Shares | Sole | 2026-07-08 | |
| 2026-06-30 | $223,812 | 600 | Call | Sole | 2026-07-08 | |
| 2026-03-31 | $44,924,941 | 121,363 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $49,632,953 | 102,628 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $43,374,686 | 83,743 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $39,703,763 | 79,821 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $29,563,088 | 78,753 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $30,512,385 | 72,390 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $31,398,560 | 72,969 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $31,503,717 | 70,486 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $20,987,196 | 49,884 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $22,741,395 | 60,476 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $19,411,678 | 61,478 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $20,126,935 | 59,103 | Shares | Sole | 2023-07-06 | |
| 2022-12-31 | $12,442,581 | 51,883 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $11,310,788 | 48,565 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $12,274,933 | 47,794 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $12,653,967 | 41,043 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $11,988,462 | 35,646 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $9,481,532 | 33,632 | Shares | Sole | 2022-01-18 | |
| 2021-06-30 | $9,050,768 | 33,410 | Shares | Sole | 2022-01-18 | |
| 2021-03-31 | $2,543,486 | 10,788 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $2,376,112 | 10,683 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $2,269,460 | 10,790 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $2,249,803 | 11,055 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $1,666,048 | 10,564 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||