SEC 13F Intelligence

Strategic Investment Advisors / Mi / MSFT

Strategic Investment Advisors / Mi’s Microsoft Corp Position

Does Strategic Investment Advisors / Mi own Microsoft Corp (MSFT)? Yes — 41.4K shares worth $15M (+1.06% of its 13F portfolio) as of Q1 2026, up from 32.6K shares the prior filed quarter.

Position Value
$15M
Q1 2026
Shares
41.4K
% of Portfolio
+1.06%
Quarters Held
30
currently held

Position History MSFT

Reported value by quarter
Q4 ’18: $1MQ4 ’18Q1 ’19: $1MQ2 ’19: $1MQ3 ’19: $1MQ4 ’19: $2MQ4 ’19Q1 ’20: $2MQ2 ’20: $2MQ3 ’20: $3MQ4 ’20: $5MQ4 ’20Q1 ’21: $5MQ2 ’21: $7MQ3 ’21: $7MQ4 ’21: $8MQ4 ’21Q1 ’22: $8MQ2 ’22: $7MQ3 ’22: $7MQ4 ’22: $7MQ4 ’22Q1 ’23: $9MQ2 ’23: $11MQ3 ’23: $10MQ4 ’23: $12MQ4 ’23Q1 ’24: $15MQ2 ’24: $16MQ3 ’24: $15MQ4 ’24: $15MQ4 ’24Q1 ’25: $13MQ2 ’25: $17MQ3 ’25: $17MQ4 ’25: $16MQ4 ’25Q1 ’26: $15Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202641.4K$15M+1.06%
Q4 202532.6K$16M+1.36%
Q3 202533.1K$17M+1.54%
Q2 202533.8K$17M+1.63%
Q1 202535.7K$13M+1.42%
Q4 202435.2K$15M+1.58%
Q3 202435.5K$15M+1.67%
Q2 202435.5K$16M+1.94%
Q1 202434.7K$15M+1.87%
Q4 202332.2K$12M+1.75%
Q3 202332.5K$10M+1.69%
Q2 202332.7K$11M+1.54%
Q1 202331.2K$9M+1.63%
Q4 202229.1K$7M+1.45%
Q3 202228.2K$7M+1.48%
Q2 202227.2K$7M+1.39%
Q1 202225.6K$8M+1.49%
Q4 202123.8K$8M+1.54%
Q3 202125.4K$7M+1.57%
Q2 202124.7K$7M+1.53%
Q1 202121.8K$5M+1.34%
Q4 202020.2K$5M+1.30%
Q3 202012.5K$3M+0.89%
Q2 202011.1K$2M+0.85%
Q1 202011.1K$2M+0.80%
Q4 201910.6K$2M+0.69%
Q3 201910.5K$1M+0.70%
Q2 20199.1K$1M+0.66%
Q1 20199.0K$1M+0.73%
Q4 201811.2K$1M+1.02%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Strategic Investment Advisors / Mi’s full portfolio or all institutional holders of MSFT.