Position in MSFT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$7,517,472
+$186,256 QoQ
Shares Held
20,153
+1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.42%
of 13F equity value
Holder Rank
#2,764
of 6,193 holders
Holding Since
Jun 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, 2020CallValue
$1,000
CallShares
2,970
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, 2026Intrua Financial, LLC holds $10,647,425 across 6 Software - Infrastructure names. MSFT ranks #1 (70.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
20,153 | $7,517,472 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
9,367 | $1,092,847 | |
| 3 | ORCL |
Oracle Corp
|
4,879 | $715,017 | |
| 4 | PANW |
Palo Alto Networks Inc
|
1,865 | $636,002 | |
| 5 | CRWV |
CoreWeave, Inc.
|
4,882 | $485,954 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
4,196 | $200,133 |
All Filings in MSFT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,517,472 | 20,153 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $7,331,216 | 19,805 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $9,387,547 | 19,411 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $9,795,988 | 18,913 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $8,866,333 | 17,825 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $6,449,200 | 17,180 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $7,224,088 | 17,139 | Shares | Sole | 2025-05-28 | |
| 2024-09-30 | $7,786,708 | 18,096 | Shares | Sole | 2025-05-28 | |
| 2024-06-30 | $8,503,670 | 19,026 | Shares | Sole | 2025-05-28 | |
| 2024-03-31 | $7,771,119 | 18,471 | Shares | Sole | 2025-05-28 | |
| 2023-12-31 | $7,258,324 | 19,302 | Shares | Sole | 2025-05-28 | |
| 2023-09-30 | $5,616,876 | 17,789 | Shares | Sole | 2025-05-28 | |
| 2023-06-30 | $6,136,871 | 18,021 | Shares | Sole | 2025-02-13 | |
| 2023-03-31 | $4,366,303 | 15,145 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,582,431 | 14,938 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $2,827,638 | 12,141 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,786,283 | 18,636 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $5,912,460 | 19,177 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $6,460,707 | 19,210 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $5,454,870 | 19,349 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $4,359,322 | 16,092 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $3,677,068 | 15,596 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $2,787,812 | 12,534 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $2,396,289 | 11,393 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,000 | 2,970 | Call | Sole | 2020-08-14 | |
| 2020-06-30 | $4,983,552 | 24,488 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||