HARBOR INVESTMENT ADVISORY, LLC
Position in ALGM — Allegro Microsystems, Inc.
CIK 1468792
LUTHERVILLE, MD
Position in ALGM
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$71,847
New position
Shares Held
1,032
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#287
of 370 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, 2026HARBOR INVESTMENT ADVISORY, LLC holds $45,582,531 across 25 Semiconductors names. ALGM ranks #17 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
80,399 | $16,087,035 | |
| 2 | AVGO |
Broadcom Inc.
|
26,459 | $9,994,887 | |
| 3 | INTC |
Intel Corp
|
33,217 | $4,638,089 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
7,870 | $4,571,761 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
5,653 | $2,699,703 | |
| 6 | MU |
Micron Technology Inc
|
1,979 | $2,284,339 | |
| 7 | QCOM |
Qualcomm Inc/De
|
7,706 | $1,423,991 | |
| 8 | MRVL |
Marvell Technology, Inc.
|
4,363 | $1,299,694 |
All Filings in ALGM
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $71,847 | 1,032 | Shares | Sole | 2026-07-07 | |
| No filing history on record for this holder in this stock. | ||||||