Pacific Excel Wealth Advisors, Inc.
Position in ADI — Analog Devices Inc
CIK 2110884
WALNUT CREEK, CA
Position in ADI
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$1,379,371
New position
Shares Held
3,473
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
1.19%
of 13F equity value
Holder Rank
#1,077
of 2,280 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Semiconductors
Technology · as of Jun 30, 2026Pacific Excel Wealth Advisors, Inc. holds $17,659,268 across 11 Semiconductors names. ADI ranks #4 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
34,193 | $6,841,677 | |
| 2 | AVGO |
Broadcom Inc.
|
8,981 | $3,392,572 | |
| 3 | MU |
Micron Technology Inc
|
1,529 | $1,764,909 | |
| 4 | ADI |
Analog Devices Inc
This page
|
3,473 | $1,379,371 | |
| 5 | TXN |
Texas Instruments Inc
|
4,451 | $1,326,709 | |
| 6 | AMD |
Advanced Micro Devices Inc
|
1,984 | $1,152,525 | |
| 7 | INTC |
Intel Corp
|
5,192 | $724,958 | |
| 8 | MRVL |
Marvell Technology, Inc.
|
1,053 | $313,678 |
All Filings in ADI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,379,371 | 3,473 | Shares | Sole | 2026-07-06 | |
| No filing history on record for this holder in this stock. | ||||||