Southeast Asset Advisors, LLC
Position in AMD — Advanced Micro Devices Inc
CIK 1390003
Thomasville, GA
Position in AMD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,036,089
+$1,318,999 QoQ
Shares Held
3,505
-0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,963
of 3,983 holders
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMD Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Southeast Asset Advisors, LLC holds $36,030,745 across 8 Semiconductors names. AMD ranks #5 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
45,010 | $21,495,425 | |
| 2 | NVDA |
Nvidia Corp
|
21,678 | $4,337,551 | |
| 3 | MU |
Micron Technology Inc
|
3,037 | $3,505,578 | |
| 4 | MRVL |
Marvell Technology, Inc.
|
6,891 | $2,052,759 | |
| 5 | AMD |
Advanced Micro Devices Inc
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|
3,505 | $2,036,089 | |
| 6 | AVGO |
Broadcom Inc.
|
3,249 | $1,227,309 | |
| 7 | ALAB |
Astera Labs, Inc.
|
1,563 | $754,960 | |
| 8 | INTC |
Intel Corp
|
4,448 | $621,074 |
All Filings in AMD
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,036,089 | 3,505 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $717,090 | 3,525 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $799,245 | 3,732 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $874,474 | 5,405 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $783,997 | 5,525 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $462,330 | 4,500 | Shares | Sole | 2025-05-14 | |
| 2024-09-30 | $264,825 | 1,614 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $252,723 | 1,558 | Shares | Sole | 2024-08-12 | |
| No filing history on record for this holder in this stock. | ||||||