Cerro Pacific Wealth Advisors LLC

Position in MSFT — Microsoft Corp

CIK 1842669 San Luis Obispo, CA

Position in MSFT

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$7,317,906

+$38,143 QoQ

Shares Held

19,618

-0.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

3.19%

of 13F equity value

Holder Rank

#2,796

of 6,194 holders

Holding Since

Dec 2020

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Cerro Pacific Wealth Advisors LLC holds $9,322,607 across 4 Software - Infrastructure names. MSFT ranks #1 (78.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	19,618	$7,317,906
2	ORCL	Oracle Corp	11,410	$1,672,135
3	PANW	Palo Alto Networks Inc	692	$235,985
4	AI	C3.ai, Inc.	10,625	$96,581

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,317,906	19,618	-0.2%	Shares	Sole	2026-07-15
2026-03-31	$7,279,763	19,666	+0.3%	Shares	Sole	2026-04-13
2025-12-31	$9,478,952	19,600	-1.5%	Shares	Sole	2026-02-02
2025-09-30	$10,307,205	19,900	-10.8%	Shares	Sole	2025-10-28
2025-06-30	$11,099,206	22,314	-1.6%	Shares	Sole	2025-07-25
2025-03-31	$8,514,220	22,681	-2.7%	Shares	Sole	2025-04-08
2024-12-31	$9,821,793	23,302	+0.4%	Shares	Sole	2025-01-17
2024-09-30	$9,985,111	23,205	+0.3%	Shares	Sole	2024-10-09
2024-06-30	$10,342,423	23,140	+6.3%	Shares	Sole	2024-08-09
2023-03-31	$6,275,714	21,768	+0.4%	Shares	Sole	2023-05-10
2022-12-31	$5,197,618	21,673	-4.7%	Shares	Other	2023-01-19
2022-09-30	$5,294,981	22,735	+4.4%	Shares	Other	2022-10-12
2022-06-30	$5,594,014	21,781	-4.1%	Shares	Other	2022-07-18
2022-03-31	$7,005,419	22,722	-0.6%	Shares	Other	2022-04-13
2021-12-31	$7,687,602	22,858	+1.3%	Shares	Other	2022-01-19
2021-09-30	$6,362,934	22,570	-3.4%	Shares	Other	2021-11-09
2021-06-30	$6,326,327	23,353	-22.1%	Shares	Other	2021-08-16
2020-12-31	$6,671,487	29,995	—	Shares	Other	2021-02-12
No filing history on record for this holder in this stock.