Position in MSFT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$13,220,574
+$1,622,408 QoQ
Shares Held
35,442
+13.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.32%
of 13F equity value
Holder Rank
#2,131
of 6,189 holders
Holding Since
Dec 2024
7 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, 2026Advyzon Investment Management, LLC holds $21,389,408 across 8 Software - Infrastructure names. MSFT ranks #1 (61.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
35,442 | $13,220,574 | |
| 2 | PANW |
Palo Alto Networks Inc
|
7,407 | $2,525,934 | |
| 3 | ORCL |
Oracle Corp
|
9,616 | $1,409,223 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
7,232 | $1,379,756 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
10,968 | $1,279,636 | |
| 6 | FTNT |
Fortinet, Inc.
|
6,454 | $991,463 | |
| 7 | INFQ |
Infleqtion, Inc.
|
27,346 | $364,248 | |
| 8 | SNPS |
Synopsys Inc
|
490 | $218,574 |
All Filings in MSFT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,220,574 | 35,442 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $11,598,166 | 31,332 | Shares | Other | 2026-05-12 | |
| 2025-12-31 | $15,108,772 | 31,241 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $10,996,077 | 21,230 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $9,436,364 | 18,971 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $4,512,937 | 12,022 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $3,386,331 | 8,034 | Shares | Defined | 2025-02-03 | |
| No filing history on record for this holder in this stock. | ||||||