SFE Investment Counsel

Position in MSFT — Microsoft Corp

CIK 1317784 LOS ANGELES, CA

Position in MSFT

as of Mar 31, 2026 · filed May 1, 2026 Compact

Position Value

$21,194,453

-$5,389,171 QoQ

Shares Held

57,256

+4.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

4.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 68.19023333799078.ToString("F0")% Shared 0.ToString("F0")% None 31.80976666200922.ToString("F0")%

Technology · as of Mar 31, 2026

SFE Investment Counsel holds $34,757,857 across 3 Software - Infrastructure names. MSFT ranks #1 (61.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	57,256	$21,194,453
2	PANW	Palo Alto Networks Inc	84,546	$13,554,414
3	DVLT	Datavault AI Inc.	14,500	$8,990

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$21,194,453	57,256	+4.2%	Shares	Sole	2026-05-01
2025-12-31	$26,583,624	54,968	+1.6%	Shares	Sole	2026-02-05
2025-09-30	$28,008,664	54,076	+1.2%	Shares	Sole	2025-11-14
2025-06-30	$26,567,165	53,411	+97.2%	Shares	Sole	2025-08-07
2025-03-31	$10,169,315	27,090	+25.7%	Shares	Sole	2025-05-06
2024-12-31	$9,087,118	21,559	+4.3%	Shares	Sole	2025-01-30
2024-09-30	$8,891,719	20,664	+12.4%	Shares	Sole	2024-10-25
2024-06-30	$8,214,494	18,379	+5.2%	Shares	Sole	2024-08-05
2024-03-31	$7,347,874	17,465	+26.8%	Shares	Sole	2024-05-06
2023-12-31	$5,178,070	13,770	-2.0%	Shares	Sole	2024-01-31
2023-09-30	$4,436,287	14,050	+5.6%	Shares	Sole	2023-10-25
2023-06-30	$4,530,203	13,303	+2.1%	Shares	Sole	2023-07-24
2023-03-31	$3,755,107	13,025	+17.7%	Shares	Sole	2023-05-09
2022-12-31	$2,654,327	11,068	+25.7%	Shares	Sole	2023-02-10
2022-09-30	$2,050,218	8,803	+2.1%	Shares	Sole	2022-11-14
2022-06-30	$2,214,645	8,623	+6.4%	Shares	Sole	2022-08-10
2022-03-31	$2,498,235	8,103	+9.2%	Shares	Sole	2022-05-06
2021-12-31	$2,494,821	7,418	-3.3%	Shares	Sole	2022-02-07
2021-09-30	$2,163,172	7,673	-0.2%	Shares	Sole	2021-11-12
2021-06-30	$2,082,679	7,688	-4.7%	Shares	Sole	2021-08-10
2021-03-31	$1,901,013	8,063	-0.2%	Shares	Sole	2021-04-30
2020-12-31	$1,797,820	8,083	-0.6%	Shares	Sole	2021-02-04
2020-09-30	$1,710,613	8,133	-2.2%	Shares	Sole	2020-11-09
2020-06-30	$1,693,203	8,320	+1.3%	Shares	Sole	2020-08-05
2020-03-31	$1,294,799	8,210	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.