SEC 13F Intelligence

Targeted Financial Services LLC / MSFT

Targeted Financial Services LLC’s Microsoft Corp Position

Does Targeted Financial Services LLC own Microsoft Corp (MSFT)? Yes4.5K shares worth $2M (+1.35% of its 13F portfolio) as of Q1 2026.

Position Value
$2M
Q1 2026
Shares
4.5K
% of Portfolio
+1.35%
Quarters Held
1
currently held

Position History MSFT

Reported value by quarter
Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20264.5K$2M+1.35%

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