Position in MSFT
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$4,927,967
-$2,621,650 QoQ
Shares Held
13,211
-35.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.26%
of 13F equity value
Holder Rank
#3,364
of 6,194 holders
Holding Since
Jun 2020
22 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, 2026Elevated Capital Advisors, LLC holds $5,822,345 across 11 Software - Infrastructure names. MSFT ranks #1 (84.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
13,211 | $4,927,967 | |
| 2 | ORCL |
Oracle Corp
|
3,210 | $470,425 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
2,360 | $275,341 | |
| 4 | PANW |
Palo Alto Networks Inc
|
230 | $78,434 | |
| 5 | VRSN |
Verisign Inc/Ca
|
235 | $59,116 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
40 | $7,631 | |
| 7 | FTNT |
Fortinet, Inc.
|
10 | $1,536 | |
| 8 | GEN |
Gen Digital Inc.
|
32 | $796 |
All Filings in MSFT
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,927,967 | 13,211 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $7,549,617 | 20,395 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $9,580,028 | 19,809 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $10,034,245 | 19,373 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $9,587,577 | 19,275 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $7,235,642 | 19,275 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $8,307,765 | 19,710 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $6,853,388 | 15,927 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $5,148,864 | 11,520 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $4,483,192 | 10,656 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $3,813,797 | 10,142 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $3,125,293 | 9,898 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $3,438,432 | 10,097 | Shares | Sole | 2023-08-18 | |
| 2023-03-31 | $2,815,537 | 9,766 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $2,336,566 | 9,743 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $1,617,257 | 6,944 | Shares | Sole | 2022-10-06 | |
| 2022-03-31 | $2,198,250 | 7,130 | Shares | Sole | 2022-04-20 | |
| 2021-09-30 | $2,021,930 | 7,172 | Shares | Sole | 2021-10-07 | |
| 2021-03-31 | $1,974,573 | 8,375 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $1,884,787 | 8,474 | Shares | Sole | 2021-02-25 | |
| 2020-09-30 | $1,247,887 | 5,933 | Shares | Sole | 2020-11-27 | |
| 2020-06-30 | $1,355,376 | 6,660 | Shares | Sole | 2020-09-11 | |
| No filing history on record for this holder in this stock. | ||||||