Microsoft Corporation
CH ˙ SWX ˙ US5949181045
SecurityCH:MSFT / Microsoft Corporation
InstitutionLeo H. Evart, Inc.
Latest Disclosed Ownership1,339 shares
Latest Disclosed Value $ 495,839
Leo H. Evart, Inc. reports 19.87% increase in ownership of MSFT / Microsoft Corporation

On May 14, 2026 - Leo H. Evart, Inc. filed a 13F-HR/A form disclosing ownership of 1,339 shares of Microsoft Corporation (CH:MSFT) valued at $495,839 USD as of March 31, 2026. The entity filed a previous 13F-HR on November 15, 2023 disclosing 1,117 shares of Microsoft Corporation. This represents a change in shares of 19.87% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F/A-1 MICROSOFT COMMON STOCK 594918104 1,339 222 19.87 496 40.63 0.3630
2026-05-13 2026-03-31 13F MICROSOFT COMMON STOCK 594918104 1,339 222 496 0.3630
2023-11-15 2023-09-30 13F MICROSOFT COM 594918104 1,117 -525 -31.97 353 -37.03 0.5413
2023-08-07 2023-06-30 13F MICROSOFT COM 594918104 1,642 1 0.06 559 18.18 0.7760
2023-05-08 2023-03-31 13F MICROSOFT COM 594918104 1,641 1 0.06 473 20.36 0.6907
2023-01-20 2022-12-31 13F MICROSOFT COM 594918104 1,640 -92 -5.31 393 -99.90 0.5946
2023-01-19 2022-09-30 13F/A-1 MICROSOFT COM 594918104 1,732 1 0.06 403,430 90,558.43 0.6146
2022-11-03 2022-09-30 13F MICROSOFT COM 594918104 1,732 1 403 0.6139
2022-07-21 2022-06-30 13F MICROSOFT COM 594918104 1,731 1 0.06 445 -16.51 0.5409
2022-05-11 2022-03-31 13F MICROSOFT COM 594918104 1,730 1 0.06 533 -8.26 0.5510
2022-03-31 2021-12-31 13F MICROSOFT COM 594918104 1,729 1,729 581 0.5659
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.