Position in ADI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$50,440
+$10,037 QoQ
Shares Held
127
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#2,087
of 2,270 holders
Holding Since
Sep 2025
4 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, 2026United Financial Planning Group LLC holds $2,266,059 across 15 Semiconductors names. ADI ranks #6 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
5,820 | $1,164,523 | |
| 2 | AVGO |
Broadcom Inc.
|
1,598 | $603,644 | |
| 3 | QCOM |
Qualcomm Inc/De
|
725 | $133,972 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
170 | $81,186 | |
| 5 | ASX |
ASE Technology Holding Co., Ltd.
|
1,797 | $81,080 | |
| 6 | ADI |
Analog Devices Inc
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|
127 | $50,440 | |
| 7 | MU |
Micron Technology Inc
|
36 | $41,554 | |
| 8 | AMD |
Advanced Micro Devices Inc
|
46 | $26,721 |
All Filings in ADI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $50,440 | 127 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $40,403 | 127 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $20,340 | 75 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $6,142 | 25 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||