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Claris Financial LLC

SEC CIK
0002060278
Latest filing
May 18, 2026

MSFT holding history

Microsoft Corp in every 13F filed by Claris Financial 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 Q1 2026 holdings

Shares (Q1 2026)
13,104
Value
$4.85M
% of portfolio
2.7%
Quarters held
6
Since Q4 2024
Holdings of MSFT by Claris Financial LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 202613,104$4.85M2.7%−975−6.9%ReducedHolders
Q4 202514,079$6.81M3.6%−42−0.3%ReducedHolders
Q3 202514,121$7.31M4.2%+3,992+39.4%AddedHolders
Q2 202510,129$5.04M3.8%−3,507−25.7%ReducedHolders
Q1 202513,636$5.75M3.8%00.0%UnchangedHolders
Q4 202413,636$5.75M3.8%–No prior filingHolders