TECTONIC ADVISORS LLC

Position in MSFT — Microsoft Corp

CIK 1859918 FRISCO, TX

Position in MSFT

as of Mar 31, 2026 · filed Apr 17, 2026 Compact

Position Value

$3,077,222

-$1,818,946 QoQ

Shares Held

8,313

-17.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Technology · as of Mar 31, 2026

TECTONIC ADVISORS LLC holds $7,080,764 across 3 Software - Infrastructure names. MSFT ranks #1 (43.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	8,313	$3,077,222
2	IIIV	i3 Verticals, Inc.	98,277	$2,197,473
3	ORCL	Oracle Corp	12,277	$1,806,069

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,077,222	8,313	-17.9%	Shares	Other	2026-04-17
2025-12-31	$4,896,168	10,124	+0.5%	Shares	Sole	2026-01-23
2025-09-30	$5,216,792	10,072	-16.1%	Shares	Sole	2025-10-21
2025-06-30	$5,969,914	12,002	-7.7%	Shares	Sole	2025-07-23
2025-03-31	$4,880,069	13,000	+2.5%	Shares	Sole	2025-05-02
2024-12-31	$5,347,992	12,688	+18.9%	Shares	Sole	2025-01-27
2024-09-30	$4,590,440	10,668	-6.3%	Shares	Sole	2024-10-23
2024-06-30	$5,089,866	11,388	-0.7%	Shares	Sole	2024-08-02
2024-03-31	$4,823,974	11,466	-4.1%	Shares	Sole	2024-05-07
2023-12-31	$4,498,190	11,962	+15.0%	Shares	Sole	2024-01-17
2023-09-30	$3,285,694	10,406	-0.9%	Shares	Other	2023-10-24
2023-06-30	$3,575,669	10,500	-4.9%	Shares	Sole	2023-07-14
2023-03-31	$3,183,696	11,043	+0.3%	Shares	Sole	2023-04-26
2022-12-31	$2,641,136	11,013	+5.2%	Shares	Defined	2023-02-14
2022-09-30	$2,437,763	10,467	+0.4%	Shares	Sole	2022-11-08
2022-06-30	$2,678,736	10,430	+0.1%	Shares	Defined	2022-08-11
2022-03-31	$3,212,589	10,420	-1.0%	Shares	Defined	2022-05-09
2021-12-31	$3,541,449	10,530	+0.6%	Shares	Sole	2022-02-02
2021-09-30	$2,951,138	10,468	-19.0%	Shares	Defined	2021-11-02
2021-06-30	$3,500,027	12,920	-7.4%	Shares	Defined	2021-07-22
2021-03-31	$3,288,047	13,946	-9.7%	Shares	Defined	2021-05-18
2020-12-31	$3,435,054	15,444	—	Shares	Defined	2021-05-17
No filing history on record for this holder in this stock.