Position in MSFT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$317,067
-$214,126 QoQ
Shares Held
850
-40.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.07%
of 13F equity value
Holder Rank
#5,939
of 6,179 holders
Holding Since
Mar 2020
23 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, 2026Lloyd Advisory Services, LLC. holds $665,437 across 10 Software - Infrastructure names. MSFT ranks #1 (47.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
850 | $317,067 | |
| 2 | ORCL |
Oracle Corp
|
725 | $106,248 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
751 | $87,619 | |
| 4 | PANW |
Palo Alto Networks Inc
|
215 | $73,319 | |
| 5 | VRSN |
Verisign Inc/Ca
|
198 | $49,808 | |
| 6 | TLS |
Telos Corp
|
4,428 | $20,368 | |
| 7 | SNPS |
Synopsys Inc
|
16 | $7,137 | |
| 8 | NET |
Cloudflare, Inc.
|
8 | $1,962 |
All Filings in MSFT
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $317,067 | 850 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $531,193 | 1,435 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $494,743 | 1,023 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,371,013 | 2,647 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,228,602 | 2,470 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $873,907 | 2,328 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,081,990 | 2,567 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,188,488 | 2,762 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $1,184,864 | 2,651 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $9,092,600 | 21,612 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $2,100,935 | 5,587 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $10,882,639 | 34,466 | Shares | Other | 2023-11-13 | |
| 2022-12-31 | $615,137 | 2,565 | Shares | Other | 2023-01-27 | |
| 2022-09-30 | $549,177 | 2,358 | Shares | Other | 2022-11-02 | |
| 2022-06-30 | $774,085 | 3,014 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $811,471 | 2,632 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $595,286 | 1,770 | Shares | Other | 2022-01-26 | |
| 2021-09-30 | $467,987 | 1,660 | Shares | Other | 2021-10-21 | |
| 2021-06-30 | $369,236 | 1,363 | Shares | Other | 2021-08-09 | |
| 2021-03-31 | $289,054 | 1,226 | Shares | Other | 2021-05-04 | |
| 2020-12-31 | $82,295 | 370 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $74,877 | 356 | Shares | Other | 2020-10-28 | |
| 2020-03-31 | $52,044 | 330 | Shares | Other | 2020-06-03 | |
| No filing history on record for this holder in this stock. | ||||||