Position in MSFT
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$51,146,018
-$8,146,761 QoQ
Shares Held
138,169
+12.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.92%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 0.0036187567399344283.ToString("F0")%
Shared 0.ToString("F0")%
None 99.99638124326007.ToString("F0")%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Derivatives in MSFT
reported options exposure · as of Jun 30, 2022CallValue
$35,956
CallShares
140
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, 2026U.S. Capital Wealth Advisors, LLC holds $106,080,303 across 13 Software - Infrastructure names. MSFT ranks #1 (48.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
138,169 | $51,146,018 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
263,561 | $38,553,703 | |
| 3 | ORCL |
Oracle Corp
|
48,932 | $7,198,386 | |
| 4 | CRWV |
CoreWeave, Inc.
|
26,148 | $2,025,685 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
18,169 | $1,773,339 | |
| 6 | PANW |
Palo Alto Networks Inc
|
9,191 | $1,473,501 | |
| 7 | XYZ |
Block, Inc.
|
19,608 | $1,180,009 | |
| 8 | FTNT |
Fortinet, Inc.
|
13,778 | $1,125,938 |
All Filings in MSFT
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $51,146,018 | 138,169 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $59,292,779 | 122,602 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $62,751,196 | 121,153 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $61,150,093 | 122,937 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $49,637,068 | 132,228 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $51,769,894 | 122,823 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $46,989,620 | 109,202 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $50,781,565 | 113,618 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $49,306,280 | 117,195 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $47,468,281 | 126,232 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $41,246,106 | 130,629 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $43,671,530 | 128,242 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $36,367,891 | 126,146 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $32,780,516 | 136,688 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $29,021,436 | 124,609 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $35,956 | 140 | Call | Sole | 2022-08-12 | |
| 2022-06-30 | $31,896,231 | 124,192 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $38,623,535 | 125,275 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $42,307,038 | 125,794 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $34,944,829 | 123,953 | Shares | Sole | 2021-11-01 | |
| No filing history on record for this holder in this stock. | ||||||