SEC 13F Intelligence

Orion Investment Co / MSFT

Orion Investment Co’s Microsoft Corp Position

Does Orion Investment Co own Microsoft Corp (MSFT)? Yes — 106.9K shares worth $40M (+12.56% of its 13F portfolio) as of Q1 2026, up from 105.5K shares the prior filed quarter.

Position Value
$40M
Q1 2026
Shares
106.9K
% of Portfolio
+12.56%
Quarters Held
8
currently held

Position History MSFT

Reported value by quarter
Q2 ’24: $47MQ2 ’24Q3 ’24: $45MQ3 ’24Q4 ’24: $45MQ4 ’24Q1 ’25: $40MQ1 ’25Q2 ’25: $52MQ2 ’25Q3 ’25: $55MQ3 ’25Q4 ’25: $51MQ4 ’25Q1 ’26: $40MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026106.9K$40M+12.56%
Q4 2025105.5K$51M+15.55%
Q3 2025105.5K$55M+17.37%
Q2 2025105.4K$52M+18.56%
Q1 2025106.1K$40M+16.28%
Q4 2024105.9K$45M+17.81%
Q3 2024105.6K$45M+17.67%
Q2 2024105.3K$47M+18.75%

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