Position in MSFT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$17,698,679
+$67,112 QoQ
Shares Held
47,447
-0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.71%
of 13F equity value
Holder Rank
#1,808
of 6,179 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Derivatives in MSFT
reported options exposure · as of Mar 31, 2020CallValue
$3,000
CallShares
100
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, 2026Resonant Capital Advisors, LLC holds $32,420,204 across 13 Software - Infrastructure names. MSFT ranks #1 (54.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
47,447 | $17,698,679 | |
| 2 | PANW |
Palo Alto Networks Inc
|
19,256 | $6,566,681 | |
| 3 | ORCL |
Oracle Corp
|
13,513 | $1,980,330 | |
| 4 | CHKP |
Check Point Software Technologies Ltd
|
11,794 | $1,550,085 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
7,373 | $860,207 | |
| 6 | NTAP |
NetApp, Inc.
|
4,822 | $746,252 | |
| 7 | OKTA |
Okta, Inc.
|
5,281 | $720,592 | |
| 8 | FTNT |
Fortinet, Inc.
|
4,313 | $662,563 |
All Filings in MSFT
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,698,679 | 47,447 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $17,631,567 | 47,631 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $22,366,457 | 46,248 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $23,560,509 | 45,488 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $22,782,870 | 45,803 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $14,322,630 | 38,154 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $15,837,441 | 37,574 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $15,998,554 | 37,180 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $15,916,336 | 35,611 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $14,199,300 | 33,750 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $10,904,783 | 28,999 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $9,327,255 | 29,540 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $9,665,887 | 28,384 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $7,756,711 | 26,905 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $6,402,474 | 26,697 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $5,256,785 | 22,571 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $5,585,025 | 21,746 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $6,462,177 | 20,960 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $6,864,627 | 20,411 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $5,371,421 | 19,053 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $4,681,152 | 17,280 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $3,944,903 | 16,732 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $3,818,284 | 17,167 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $3,863,551 | 18,369 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $4,264,145 | 20,953 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $3,000 | 100 | Call | Sole | 2020-05-14 | |
| 2020-03-31 | $4,096,990 | 25,978 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||