SEC 13F Intelligence

Spotlight Asset Group, Inc. / MSFT

Spotlight Asset Group, Inc.’s Microsoft Corp Position

Does Spotlight Asset Group, Inc. own Microsoft Corp (MSFT)? Yes7.2K shares worth $3M (+2.26% of its 13F portfolio) as of Q2 2024, down from 7.5K shares the prior filed quarter.

Position Value
$3M
Q2 2024
Shares
7.2K
% of Portfolio
+2.26%
Quarters Held
14
currently held

Position History MSFT

Reported value by quarter
Q1 ’20: $3MQ1 ’20Q2 ’20: $4MQ3 ’20: $4MQ3 ’20Q4 ’20: $4MQ1 ’21: $4MQ1 ’21Q2 ’21: $4MQ3 ’21: $4MQ3 ’21Q3 ’22: $2MQ1 ’23: $2MQ1 ’23Q2 ’23: $2MQ3 ’23: $2MQ3 ’23Q4 ’23: $2MQ1 ’24: $3MQ1 ’24Q2 ’24: $3Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 20247.2K$3M+2.26%
Q1 20247.5K$3M+2.26%
Q4 20237.0K$2M+2.02%
Q3 20237.0K$2M+2.02%
Q2 20236.8K$2M+2.08%
Q1 20236.9K$2M+1.65%
Q3 20226.9K$2M+1.65%
Q3 202113.8K$4M+1.94%
Q2 202115.7K$4M+1.64%
Q1 202115.8K$4M+1.40%
Q4 202017.0K$4M+1.41%
Q3 202017.1K$4M+1.41%
Q2 202018.3K$4M+1.56%
Q1 202018.0K$3M+1.51%

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