SEC 13F Intelligence

Cauble & Harre Wealth Management, Inc. / MSFT

Cauble & Harre Wealth Management, Inc.’s Microsoft Corp Position

Does Cauble & Harre Wealth Management, Inc. own Microsoft Corp (MSFT)? Yes5.4K shares worth $2M (+1.76% of its 13F portfolio) as of Q1 2026, down from 5.5K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
5.4K
% of Portfolio
+1.76%
Quarters Held
2
currently held

Position History MSFT

Reported value by quarter
Q4 ’25: $3MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20265.4K$2M+1.76%
Q4 20255.5K$3M+2.23%

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