Position in MSFT
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$56,527,077
+$7,830,474 QoQ
Shares Held
151,539
+15.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
3.55%
of 13F equity value
Holder Rank
#969
of 6,092 holders
Holding Since
Dec 2023
11 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, 2026CallValue
$74,604
CallShares
200
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, 2026Savvy Advisors, Inc. holds $86,301,687 across 23 Software - Infrastructure names. MSFT ranks #1 (65.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
151,539 | $56,527,077 | |
| 2 | PANW |
Palo Alto Networks Inc
|
22,333 | $7,615,999 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
62,802 | $7,327,109 | |
| 4 | ORCL |
Oracle Corp
|
26,747 | $3,919,772 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
4,714 | $3,597,441 | |
| 6 | FTNT |
Fortinet, Inc.
|
10,610 | $1,629,908 | |
| 7 | NET |
Cloudflare, Inc.
|
2,693 | $660,539 | |
| 8 | CRWV |
CoreWeave, Inc.
|
5,132 | $510,839 |
All Filings in MSFT
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $56,527,077 | 151,539 | Shares | Sole | 2026-08-03 | |
| 2026-06-30 | $74,604 | 200 | Call | Sole | 2026-08-03 | |
| 2026-03-31 | $48,696,603 | 131,552 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $810 | 500 | Call | Sole | 2026-01-20 | |
| 2025-12-31 | $53,912,506 | 111,477 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $46,764,151 | 90,287 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $43,189,612 | 86,829 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $21,655,498 | 57,688 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $19,372,140 | 45,960 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $9,947,245 | 23,117 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $8,163,094 | 18,264 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,417,139 | 10,499 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $3,178,666 | 8,453 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||