SEC 13F Intelligence

Alpha Cubed Investments, LLC / MSFT

Alpha Cubed Investments, LLC’s Microsoft Corp Position

Does Alpha Cubed Investments, LLC own Microsoft Corp (MSFT)? Yes304.4K shares worth $147M (+5.04% of its 13F portfolio) as of Q4 2025, up from 292.0K shares the prior filed quarter.

Position Value
$147M
Q4 2025
Shares
304.4K
% of Portfolio
+5.04%
Quarters Held
29
currently held

Position History MSFT

Reported value by quarter
Q4 ’18: $23MQ4 ’18Q1 ’19: $28MQ2 ’19: $33MQ3 ’19: $35MQ4 ’19: $40MQ4 ’19Q1 ’20: $43MQ2 ’20: $52MQ3 ’20: $51MQ4 ’20: $52MQ4 ’20Q1 ’21: $56MQ2 ’21: $63MQ3 ’21: $65MQ4 ’21: $83MQ4 ’21Q1 ’22: $83MQ2 ’22: $74MQ3 ’22: $68MQ4 ’22: $72MQ4 ’22Q1 ’23: $84MQ2 ’23: $96MQ3 ’23: $85MQ4 ’23: $97MQ4 ’23Q1 ’24: $105MQ2 ’24: $110MQ3 ’24: $111MQ4 ’24: $113MQ4 ’24Q1 ’25: $106MQ2 ’25: $149MQ3 ’25: $151MQ4 ’25: $147MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 2025304.4K$147M+5.04%
Q3 2025292.0K$151M+5.27%
Q2 2025298.6K$149M+5.63%
Q1 2025281.9K$106M+4.72%
Q4 2024268.0K$113M+5.17%
Q3 2024258.0K$111M+4.94%
Q2 2024246.3K$110M+5.25%
Q1 2024250.2K$105M+5.50%
Q4 2023258.2K$97M+5.43%
Q3 2023268.6K$85M+5.70%
Q2 2023280.9K$96M+6.45%
Q1 2023291.0K$84M+6.07%
Q4 2022299.1K$72M+5.43%
Q3 2022291.6K$68M+5.30%
Q2 2022289.0K$74M+5.39%
Q1 2022268.8K$83M+5.31%
Q4 2021247.1K$83M+5.44%
Q3 2021232.1K$65M+4.92%
Q2 2021233.0K$63M+4.56%
Q1 2021235.6K$56M+4.32%
Q4 2020232.9K$52M+4.42%
Q3 2020241.4K$51M+4.86%
Q2 2020253.2K$52M+5.64%
Q1 2020270.7K$43M+5.13%
Q4 2019253.5K$40M+4.11%
Q3 2019254.2K$35M+4.12%
Q2 2019250.0K$33M+3.88%
Q1 2019234.2K$28M+3.35%
Q4 2018229.3K$23M+3.49%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Alpha Cubed Investments, LLC’s full portfolio or all institutional holders of MSFT.