Position in AMD
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$13,801,840
+$7,467,437 QoQ
Shares Held
23,759
-23.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.15%
of 13F equity value
Holder Rank
#875
of 3,960 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 69%
Shared 0%
None 31%
Common Shares in AMD Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026SFE Investment Counsel holds $96,269,832 across 9 Semiconductors names. AMD ranks #5 (14.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
138,995 | $27,811,509 | |
| 2 | AVGO |
Broadcom Inc.
|
56,951 | $21,513,240 | |
| 3 | QCOM |
Qualcomm Inc/De
|
92,200 | $17,037,638 | |
| 4 | MRVL |
Marvell Technology, Inc.
|
48,888 | $14,563,246 | |
| 5 | AMD |
Advanced Micro Devices Inc
This page
|
23,759 | $13,801,840 | |
| 6 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
1,103 | $526,759 | |
| 7 | PI |
Impinj Inc
|
3,220 | $461,200 | |
| 8 | QUIK |
QUICKLOGIC Corp
|
14,000 | $279,580 |
All Filings in AMD
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,801,840 | 23,759 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $6,334,403 | 31,138 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $6,342,348 | 29,615 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $5,031,021 | 31,096 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,575,849 | 32,247 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $3,026,309 | 29,456 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $2,687,939 | 22,253 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $3,121,786 | 19,026 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $2,793,256 | 17,220 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $2,641,471 | 14,635 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,494,472 | 16,922 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $1,950,186 | 18,967 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $2,115,308 | 18,570 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $2,013,615 | 20,545 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,354,664 | 20,915 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $768,556 | 12,130 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||