Position in AMD
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$2,493,846
+$1,730,374 QoQ
Shares Held
4,293
+14.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#1,819
of 3,969 holders
Holding Since
Sep 2023
12 quarters on record
Common Shares in AMD Over Time
Shares Held
Position Value (USD)
Derivatives in AMD
reported options exposure · as of Sep 30, 2024CallValue
$32,816
CallShares
200
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Semiconductors
Technology · as of Jun 30, 2026BEACON FINANCIAL GROUP holds $53,170,556 across 11 Semiconductors names. AMD ranks #8 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
92,580 | $18,524,332 | |
| 2 | AVGO |
Broadcom Inc.
|
21,699 | $8,196,797 | |
| 3 | TXN |
Texas Instruments Inc
|
27,111 | $8,080,975 | |
| 4 | QCOM |
Qualcomm Inc/De
|
22,623 | $4,180,504 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
7,684 | $3,669,647 | |
| 6 | ADI |
Analog Devices Inc
|
7,530 | $2,990,690 | |
| 7 | MU |
Micron Technology Inc
|
2,522 | $2,911,119 | |
| 8 | AMD |
Advanced Micro Devices Inc
This page
|
4,293 | $2,493,846 |
All Filings in AMD
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,493,846 | 4,293 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $763,472 | 3,753 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $791,963 | 3,698 | Shares | Sole | 2026-04-01 | |
| 2025-09-30 | $607,359 | 3,754 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $527,016 | 3,714 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $308,117 | 2,999 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $299,196 | 2,477 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $410,364 | 2,501 | Shares | Sole | 2024-11-12 | |
| 2024-09-30 | $32,816 | 200 | Call | Sole | 2024-11-12 | |
| 2024-06-30 | $32,442 | 200 | Call | Sole | 2024-08-06 | |
| 2024-06-30 | $380,220 | 2,344 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $286,618 | 1,588 | Shares | Sole | 2024-05-07 | |
| 2024-03-31 | $36,098 | 200 | Call | Sole | 2024-05-07 | |
| 2023-12-31 | $234,087 | 1,588 | Shares | Sole | 2024-02-23 | |
| 2023-09-30 | $298,383 | 2,902 | Shares | Sole | 2023-10-16 | |
| No filing history on record for this holder in this stock. | ||||||