Position in ADI
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$324,487
+$64,567 QoQ
Shares Held
817
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,713
of 2,280 holders
Holding Since
Dec 2021
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ADI Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Lee Financial Co holds $13,518,908 across 8 Semiconductors names. ADI ranks #7 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVGO |
Broadcom Inc.
|
10,286 | $3,885,536 | |
| 2 | NVDA |
Nvidia Corp
|
19,153 | $3,832,323 | |
| 3 | TXN |
Texas Instruments Inc
|
6,754 | $2,013,164 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
3,024 | $1,444,171 | |
| 5 | MCHP |
Microchip Technology Inc
|
14,935 | $1,362,071 | |
| 6 | LSCC |
Lattice Semiconductor Corp
|
2,705 | $413,756 | |
| 7 | ADI |
Analog Devices Inc
This page
|
817 | $324,487 | |
| 8 | AMD |
Advanced Micro Devices Inc
|
419 | $243,400 |
All Filings in ADI
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $324,487 | 817 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $259,920 | 817 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $221,570 | 817 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $225,552 | 918 | Shares | Sole | 2025-11-04 | |
| 2024-09-30 | $209,684 | 911 | Shares | Sole | 2024-11-14 | |
| 2023-12-31 | $156,465 | 788 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $134,644 | 769 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $149,808 | 769 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $170,595 | 865 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $127,615 | 778 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $108,406 | 778 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $10,080 | 69 | Shares | Sole | 2022-08-10 | |
| 2021-12-31 | $3,515 | 20 | Shares | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||