Ownership history in TFB Advisors LLC Β· 12 quarters on record
This page tracks every 13F SEC filing in which TFB Advisors 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 TFB Advisors LLC outperformed the S&P 500 by +2.1% annually on this MSFT position. Timing score: 80% (8/10 decisions correct). Average cost basis: $382.27. Maximum drawdown during holding period: β15.5%.
β
Outperformed SPY on this position by 2.1% ann.
10 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
8 of 10 add/trim decisions correct
Best entry: $281.63 (2023 Q1) Β· Worst: $494.54 (2025 Q2)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
10 adds Β· 2 trims. Bought during 3 of 4 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 1.12% 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