Position in MSFT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$68,064,213
+$54,011,450 QoQ
Shares Held
182,468
+380.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.96%
of 13F equity value
Holder Rank
#896
of 6,179 holders
Holding Since
Mar 2024
10 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
$389
CallShares
100
PutValue
$78,598
PutShares
20,200
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, 2026Diversify Advisory Services, LLC holds $257,255,262 across 18 Software - Infrastructure names. MSFT ranks #1 (26.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
182,468 | $68,064,213 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
329,260 | $62,817,869 | |
| 3 | PANW |
Palo Alto Networks Inc
|
157,738 | $53,791,812 | |
| 4 | ORCL |
Oracle Corp
|
166,642 | $24,421,385 | |
| 5 | FTNT |
Fortinet, Inc.
|
108,044 | $16,597,719 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
109,173 | $12,737,213 | |
| 7 | RBRK |
Rubrik, Inc.
|
81,103 | $6,510,948 | |
| 8 | OKTA |
Okta, Inc.
|
24,951 | $3,404,563 |
All Filings in MSFT
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $389 | 100 | Call | Sole | 2026-08-10 | |
| 2026-06-30 | $68,064,213 | 182,468 | Shares | Sole | 2026-08-10 | |
| 2026-06-30 | $78,598 | 20,200 | Put | Sole | 2026-08-10 | |
| 2026-03-31 | $14,052,763 | 37,963 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $52,236,763 | 108,012 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $62,699,919 | 121,054 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $65,840,669 | 132,367 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $31,546,649 | 84,037 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $39,113,092 | 92,795 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $39,373,310 | 91,502 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $40,426,180 | 90,449 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $37,554,729 | 89,263 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||