Position in ADI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,342,434
+$267,121 QoQ
Shares Held
3,380
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,090
of 2,280 holders
Holding Since
Jun 2025
5 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, 2026Nordwand Advisors, LLC holds $67,171,586 across 8 Semiconductors names. ADI ranks #6 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVGO |
Broadcom Inc.
|
81,123 | $30,644,213 | |
| 2 | MRVL |
Marvell Technology, Inc.
|
85,365 | $25,429,379 | |
| 3 | NVDA |
Nvidia Corp
|
24,008 | $4,803,760 | |
| 4 | QCOM |
Qualcomm Inc/De
|
11,604 | $2,144,303 | |
| 5 | NXPI |
NXP Semiconductors N.V.
|
7,270 | $2,043,088 | |
| 6 | ADI |
Analog Devices Inc
This page
|
3,380 | $1,342,434 | |
| 7 | TXN |
Texas Instruments Inc
|
1,600 | $476,912 | |
| 8 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
602 | $287,497 |
All Filings in ADI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,342,434 | 3,380 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,075,313 | 3,380 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $903,096 | 3,330 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $785,011 | 3,195 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $588,623 | 2,473 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||