SEC 13F Intelligence

Englebert Financial Advisers, LLC / MSFT

Englebert Financial Advisers, LLC’s Microsoft Corp Position

Does Englebert Financial Advisers, LLC own Microsoft Corp (MSFT)? Yes — 2.7K shares worth $993,906 (+1.13% of its 13F portfolio) as of Q1 2026, up from 285 shares the prior filed quarter.

Position Value
$993,906
Q1 2026
Shares
2.7K
% of Portfolio
+1.13%
Quarters Held
2
currently held

Position History MSFT

Reported value by quarter
Q4 ’25: $137,832Q4 ’25Q1 ’26: $993,906Q1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20262.7K$993,906+1.13%
Q4 2025285$137,832+0.16%

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