Mountain Capital Investment Advisors Inc.
Position in MSTR — Strategy Inc
CIK 1714506
WESTMINSTER, CO
Position in MSTR
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$239,839
-$43,332 QoQ
Shares Held
2,759
+21.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
#591
of 863 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MSTR Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Mountain Capital Investment Advisors Inc. holds $453,698 across 2 Software - Application names. MSTR ranks #1 (52.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSTR |
Strategy Inc
This page
|
2,759 | $239,839 | |
| 2 | SHOP |
Shopify Inc.
|
1,873 | $213,859 |
All Filings in MSTR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $239,839 | 2,759 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $283,171 | 2,269 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $274,421 | 1,806 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $575,144 | 1,785 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $502,053 | 1,242 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $300,377 | 1,042 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $274,270 | 947 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||