SEC 13F Intelligence

Fortis Capital Advisors, LLC / MSFT

Fortis Capital Advisors, LLC’s Microsoft Corp Position

Does Fortis Capital Advisors, LLC own Microsoft Corp (MSFT)? Yes41.1K shares worth $15M (+1.99% of its 13F portfolio) as of Q1 2026, up from 30.9K shares the prior filed quarter.

Position Value
$15M
Q1 2026
Shares
41.1K
% of Portfolio
+1.99%
Quarters Held
14
currently held

Position History MSFT

Reported value by quarter
Q4 ’22: $6MQ4 ’22Q1 ’23: $7MQ2 ’23: $9MQ2 ’23Q3 ’23: $8MQ4 ’23: $11MQ4 ’23Q1 ’24: $13MQ2 ’24: $16MQ2 ’24Q3 ’24: $15MQ4 ’24: $15MQ4 ’24Q1 ’25: $12MQ2 ’25: $16MQ2 ’25Q3 ’25: $16MQ4 ’25: $15MQ4 ’25Q1 ’26: $15Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202641.1K$15M+1.99%
Q4 202530.9K$15M+2.21%
Q3 202531.1K$16M+2.55%
Q2 202531.8K$16M+2.83%
Q1 202532.6K$12M+2.48%
Q4 202435.5K$15M+5.06%
Q3 202435.8K$15M+5.14%
Q2 202435.0K$16M+5.64%
Q1 202431.9K$13M+5.65%
Q4 202328.1K$11M+5.64%
Q3 202326.2K$8M+5.31%
Q2 202326.9K$9M+5.36%
Q1 202324.4K$7M+3.77%
Q4 202225.5K$6M+3.64%

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