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Trifecta Capital Advisors, LLC

SEC CIK
0001962615
Latest filing
Aug 3, 2026

MSFT holding history

Microsoft Corp in every 13F filed by Trifecta Capital Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MSFT overviewAll 13F holders of MSFTFull Q2 2026 holdings

Shares (Q2 2026)
71,847
Value
$26.8M
% of portfolio
3.5%
Quarters held
15
Since Q4 2022
Holdings of MSFT by Trifecta Capital Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202671,847$26.8M3.5%−470−0.6%ReducedHolders
Q1 202672,317$26.8M4.1%+1,058+1.5%AddedHolders
Q4 202571,259$34.5M5.1%+1,084+1.5%AddedHolders
Q3 202570,175$36.3M5.5%+1,572+2.3%AddedHolders
Q2 202568,603$34.1M5.7%+7,115+11.6%AddedHolders
Q1 202561,488$23.1M4.8%+811+1.3%AddedHolders
Q4 202460,677$25.6M5.1%+1,477+2.5%AddedHolders
Q3 202459,200$25.5M5.3%+1,119+1.9%AddedHolders
Q2 202458,081$26.0M5.7%+2,232+4.0%AddedHolders
Q1 202455,849$23.5M5.7%+1,349+2.5%AddedHolders
Q4 202354,500$20.5M5.7%+1,214+2.3%AddedHolders
Q3 202353,286$16.8M5.4%+1,111+2.1%AddedHolders
Q2 202352,175$17.8M5.7%−2,816−5.1%ReducedHolders
Q1 202354,991$15.9M5.6%+1,715+3.2%AddedHolders
Q4 202253,276$12.8M5.1%–No prior filingHolders