Ownership history in Callan Capital, LLC Β· 21 quarters on record
This page tracks every 13F SEC filing in which Callan Capital, LLC reported a position in MICROSOFT CORP (MSFT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Callan Capital, LLC outperformed the S&P 500 by +2.9% annually on this MSFT position. Timing score: 50% (9/18 decisions correct). Average cost basis: $299.80. Maximum drawdown during holding period: β30.3%.
β
Outperformed SPY on this position by 2.9% ann.
20 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
9 of 18 add/trim decisions correct
Best entry: $149.81 (2020 Q1) Β· Worst: $440.99 (2024 Q2)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
14 adds Β· 5 trims. Bought during 5 of 7 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.8% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size