Position in MSFT
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$21,124,122
+$111,422 QoQ
Shares Held
56,630
-0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.03%
of 13F equity value
Holder Rank
#1,648
of 6,179 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 22%
Shared 0%
None 78%
Common Shares in MSFT Over Time
Shares Held
Position Value (USD)
Derivatives in MSFT
reported options exposure · as of Mar 31, 2021CallValue
$23,577
CallShares
100
PutValue
$0
PutShares
0
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, 2026TOTH FINANCIAL ADVISORY CORP holds $29,557,552 across 20 Software - Infrastructure names. MSFT ranks #1 (71.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
This page
|
56,630 | $21,124,122 | |
| 2 | ORCL |
Oracle Corp
|
50,327 | $7,375,421 | |
| 3 | FTNT |
Fortinet, Inc.
|
1,525 | $234,270 | |
| 4 | PANW |
Palo Alto Networks Inc
|
458 | $156,187 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
3,104 | $148,049 | |
| 6 | CRWV |
CoreWeave, Inc.
|
1,355 | $134,876 | |
| 7 | TLS |
Telos Corp
|
21,291 | $97,938 | |
| 8 | PLTR |
Palantir Technologies Inc.
|
737 | $85,985 |
All Filings in MSFT
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,124,122 | 56,630 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $21,012,700 | 56,765 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $29,532,738 | 61,066 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $31,523,472 | 60,862 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $31,091,606 | 62,507 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $23,592,135 | 62,847 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $27,013,092 | 64,088 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $27,818,464 | 64,649 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $29,663,624 | 66,369 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $28,406,593 | 67,519 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $26,048,290 | 69,270 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $21,320,387 | 67,523 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $24,112,275 | 70,806 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $20,419,712 | 70,828 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $16,641,109 | 69,390 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $16,351,210 | 70,207 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $17,690,450 | 68,880 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $21,262,907 | 68,966 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $23,147,560 | 68,826 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $19,718,612 | 69,944 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $19,563,585 | 72,217 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $17,528,084 | 74,344 | Shares | Sole | 2021-04-20 | |
| 2021-03-31 | $23,577 | 100 | Call | Sole | 2021-04-20 | |
| 2020-12-31 | $17,562,283 | 78,960 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $17,253,580 | 82,031 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $17,433,277 | 85,663 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $14,011,429 | 88,843 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||