Position in MSFT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,769,873
+$396,486 QoQ
Shares Held
15,468
+6.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.97%
of 13F equity value
Holder Rank
#3,122
of 6,179 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)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026TWIN PEAKS WEALTH ADVISORS, LLC holds $8,956,210 across 7 Software - Infrastructure names. MSFT ranks #1 (64.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
15,468 | $5,769,873 | |
| 2 | PANW |
Palo Alto Networks Inc
|
4,089 | $1,394,430 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
2,936 | $560,144 | |
| 4 | ORCL |
Oracle Corp
|
2,495 | $365,642 | |
| 5 | MDB |
MongoDB, Inc.
|
972 | $326,494 | |
| 6 | TWLO |
Twilio Inc
|
1,325 | $273,387 | |
| 7 | PLTR |
Palantir Technologies Inc.
|
2,282 | $266,240 |
All Filings in MSFT
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,769,873 | 15,468 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $5,373,387 | 14,516 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $7,118,886 | 14,720 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $6,497,682 | 12,545 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $6,177,832 | 12,420 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $4,501,676 | 11,992 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $5,357,265 | 12,710 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $5,437,701 | 12,637 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $5,750,458 | 12,866 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $5,022,134 | 11,937 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $4,682,074 | 12,451 | Shares | Sole | 2024-01-17 | |
| No filing history on record for this holder in this stock. | ||||||