Position in MSFT
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$38,533,586
-$12,557,965 QoQ
Shares Held
104,097
-1.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
11.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Rollins Financial Advisors, LLC holds $39,684,711 across 6 Software - Infrastructure names. MSFT ranks #1 (97.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
104,097 | $38,533,586 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
2,779 | $406,512 | |
| 3 | ORCL |
Oracle Corp
|
2,194 | $322,759 | |
| 4 | PANW |
Palo Alto Networks Inc
|
1,994 | $319,678 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
657 | $64,124 | |
| 6 | BTQ |
BTQ Technologies Corp.
|
14,252 | $38,052 |
All Filings in MSFT
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $38,533,586 | 104,097 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $51,091,551 | 105,644 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $55,706,040 | 107,551 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $54,289,814 | 109,145 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $42,574,856 | 113,415 | Shares | Sole | 2025-05-22 | |
| 2024-12-31 | $49,574,301 | 117,614 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $51,108,452 | 118,774 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $54,628,910 | 122,226 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $51,589,527 | 122,622 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $45,102,613 | 119,941 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||