SEC 13F Intelligence

Claris Financial LLC / MSFT

Claris Financial LLC’s Microsoft Corp Position

Does Claris Financial LLC own Microsoft Corp (MSFT)? Yes13.1K shares worth $5M (+2.65% of its 13F portfolio) as of Q1 2026, down from 14.1K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
13.1K
% of Portfolio
+2.65%
Quarters Held
3
currently held

Position History MSFT

Reported value by quarter
Q2 ’25: $5MQ2 ’25Q4 ’25: $7MQ4 ’25Q1 ’26: $5MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202613.1K$5M+2.65%
Q4 202514.1K$7M+3.62%
Q2 202510.1K$5M+3.80%

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