Letters by company

Microsoft Corporation

1 letter discussing MSF. Everything written about it on this site is on its ticker page.

Touchstone — Balanced Fund Touchstone Balanced Fund Fund Manager Commentary Touchstone Balanced Fund maintained an equity overweight, emphasizing high-quality companies with pricing power while favoring Communication Services and underweighting Utilities, Industrials and Consumer Staples. The fund sold Johnson & Johnson, bought Stryker, increased securitized exposure and reduced Treasury holdings amid rate, inflation and geopolitical uncertainty. 3Q/2026 —