Lewis Asset Management, LLC

Position in MSFT — Microsoft Corp

CIK 2004520 LAFAYETTE, CA

Position in MSFT

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$5,544,569

+$207,458 QoQ

Shares Held

14,864

+3.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

2.57%

of 13F equity value

Holder Rank

#3,194

of 6,194 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Lewis Asset Management, LLC holds $10,685,908 across 6 Software - Infrastructure names. MSFT ranks #1 (51.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	14,864	$5,544,569
2	ORCL	Oracle Corp	19,010	$2,785,915
3	PANW	Palo Alto Networks Inc	2,828	$964,404
4	CRWD	CrowdStrike Holdings, Inc.	19,616	$935,609
5	NET	Cloudflare, Inc.	1,004	$246,261
6	TOST	Toast, Inc.	7,518	$209,150

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,544,569	14,864	+3.1%	Shares	Sole	2026-07-21
2026-03-31	$5,337,111	14,418	+0.9%	Shares	Sole	2026-04-21
2025-12-31	$6,910,929	14,290	-7.9%	Shares	Sole	2026-01-15
2025-09-30	$8,040,137	15,523	+9.7%	Shares	Sole	2025-10-20
2025-06-30	$7,035,864	14,145	+40.1%	Shares	Sole	2025-07-14
2025-03-31	$3,789,186	10,094	+2.6%	Shares	Sole	2025-05-05
2024-12-31	$4,145,031	9,834	-17.1%	Shares	Sole	2025-01-23
2024-09-30	$5,107,230	11,869	-19.2%	Shares	Sole	2024-10-31
2024-06-30	$6,566,589	14,692	+0.7%	Shares	Sole	2024-07-30
2024-03-31	$6,137,463	14,588	+0.4%	Shares	Sole	2024-05-01
2023-12-31	$5,461,604	14,524	—	Shares	Sole	2024-01-23
No filing history on record for this holder in this stock.