Position in ADI
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$831,276
+$38,153 QoQ
Shares Held
2,093
-16.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#1,271
of 2,280 holders
Holding Since
Mar 2021
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ADI Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Center for Financial Planning, Inc. holds $9,244,965 across 10 Semiconductors names. ADI ranks #4 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVGO |
Broadcom Inc.
|
9,980 | $3,769,945 | |
| 2 | NVDA |
Nvidia Corp
|
10,024 | $2,005,702 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
2,963 | $1,721,236 | |
| 4 | ADI |
Analog Devices Inc
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|
2,093 | $831,276 | |
| 5 | NXPI |
NXP Semiconductors N.V.
|
1,784 | $501,357 | |
| 6 | INTC |
Intel Corp
|
1,249 | $174,397 | |
| 7 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
265 | $126,556 | |
| 8 | QCOM |
Qualcomm Inc/De
|
443 | $81,861 |
All Filings in ADI
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $831,276 | 2,093 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $793,123 | 2,493 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $652,236 | 2,405 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $598,770 | 2,437 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $421,771 | 1,772 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $293,228 | 1,454 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $260,051 | 1,224 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $321,087 | 1,395 | Shares | Sole | 2024-10-16 | |
| 2023-06-30 | $4,480 | 23 | Shares | Sole | 2023-08-09 | |
| 2022-09-30 | $14,352 | 103 | Shares | Sole | 2022-10-14 | |
| 2021-12-31 | $1,933 | 11 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $6,531 | 39 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $6,542 | 38 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $5,893 | 38 | Shares | Sole | 2021-05-10 | |
| No filing history on record for this holder in this stock. | ||||||