Position in MSFT
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$4,265,839
-$1,163,279 QoQ
Shares Held
11,524
+2.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.37%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $9,416,035 across 37 Software - Infrastructure names. MSFT ranks #1 (45.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
11,524 | $4,265,839 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
16,260 | $2,378,512 | |
| 3 | PANW |
Palo Alto Networks Inc
|
5,479 | $878,393 | |
| 4 | ORCL |
Oracle Corp
|
5,322 | $782,919 | |
| 5 | CRWV |
CoreWeave, Inc.
|
3,165 | $245,192 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
2,360 | $230,341 | |
| 7 | NET |
Cloudflare, Inc.
|
774 | $159,707 | |
| 8 | NTAP |
NetApp, Inc.
|
913 | $93,482 |
All Filings in MSFT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,265,839 | 11,524 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $5,429,118 | 11,226 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $5,688,644 | 10,983 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,632,670 | 11,324 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $5,084,657 | 13,545 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $5,567,172 | 13,208 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $6,197,610 | 14,403 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $6,301,548 | 14,099 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $6,050,795 | 14,382 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $5,368,723 | 14,277 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $4,353,561 | 13,788 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,775,732 | 14,024 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $4,361,979 | 15,130 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $2,751,934 | 11,475 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $2,464,082 | 10,580 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $2,578,830 | 10,041 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $2,553,423 | 8,282 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $2,594,372 | 7,714 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $2,258,743 | 8,012 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $2,111,936 | 7,796 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $1,681,040 | 7,130 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $1,443,505 | 6,490 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $1,441,601 | 6,854 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $1,501,293 | 7,377 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $280,723 | 1,780 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||