Tevis Investment Management

Position in MSFT — Microsoft Corp

CIK 1940416 PLANO, TX

Position in MSFT

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$5,377,829

-$120,306 QoQ

Shares Held

14,417

-2.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

2.99%

of 13F equity value

Holder Rank

#3,225

of 6,179 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Tevis Investment Management holds $5,884,884 across 3 Software - Infrastructure names. MSFT ranks #1 (91.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp This page	14,417	$5,377,829
2	NTAP	NetApp, Inc.	1,825	$282,437
3	FFIV	F5, Inc.	540	$224,618

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,377,829	14,417	-2.9%	Shares	Sole	2026-08-06
2026-03-31	$5,498,135	14,853	+41.7%	Shares	Sole	2026-05-04
2025-12-31	$5,067,853	10,479	0.0%	Shares	Sole	2026-02-02
2025-09-30	$5,427,598	10,479	+0.8%	Shares	Sole	2025-12-02
2025-06-30	$5,171,571	10,397	+32.8%	Shares	Sole	2025-08-01
2025-03-31	$2,939,679	7,831	0.0%	Shares	Sole	2025-04-25
2024-12-31	$3,300,766	7,831	+0.9%	Shares	Sole	2025-01-28
2024-09-30	$3,338,697	7,759	+8.3%	Shares	Sole	2024-10-28
2024-06-30	$3,202,843	7,166	+3.5%	Shares	Sole	2024-07-23
2024-03-31	$2,913,486	6,925	+2.2%	Shares	Sole	2024-04-16
2023-12-31	$2,547,294	6,774	+11.0%	Shares	Sole	2024-01-19
2023-09-30	$1,926,075	6,100	+0.7%	Shares	Sole	2023-10-16
2023-06-30	$2,062,650	6,057	+0.8%	Shares	Sole	2023-08-01
2023-03-31	$1,732,394	6,009	-3.5%	Shares	Sole	2023-05-02
2022-12-31	$1,492,879	6,225	+14.2%	Shares	Sole	2023-01-31
2022-09-30	$1,269,305	5,450	+3.1%	Shares	Sole	2022-11-07
2022-06-30	$1,357,035	5,284	+15.4%	Shares	Sole	2022-08-08
2022-03-31	$1,412,006	4,580	+2.8%	Shares	Sole	2022-08-05
2021-12-31	$1,497,925	4,454	—	Shares	Sole	2022-08-05
No filing history on record for this holder in this stock.