Position in MSFT
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$2,079,586
-$24,830 QoQ
Shares Held
5,575
-1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.32%
of 13F equity value
Holder Rank
#4,434
of 6,189 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Antonelli Financial Advisors, LLC holds $2,405,663 across 2 Software - Infrastructure names. MSFT ranks #1 (86.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
5,575 | $2,079,586 | |
| 2 | SNPS |
Synopsys Inc
|
731 | $326,077 |
All Filings in MSFT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,079,586 | 5,575 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $2,104,416 | 5,685 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $2,838,365 | 5,869 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $3,035,704 | 5,861 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $2,969,040 | 5,969 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $2,200,536 | 5,862 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $2,722,890 | 6,460 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||