Poehling Capital Management, INC.
Position in AMD — Advanced Micro Devices Inc
CIK 1730815
Madison, WI
Position in AMD
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,607,958
+$919,145 QoQ
Shares Held
2,768
-18.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#2,119
of 3,969 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AMD Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Poehling Capital Management, INC. holds $8,686,272 across 7 Semiconductors names. AMD ranks #3 (18.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
17,969 | $3,595,417 | |
| 2 | MU |
Micron Technology Inc
|
1,648 | $1,902,269 | |
| 3 | AMD |
Advanced Micro Devices Inc
This page
|
2,768 | $1,607,958 | |
| 4 | MRVL |
Marvell Technology, Inc.
|
1,661 | $494,795 | |
| 5 | AVGO |
Broadcom Inc.
|
1,186 | $448,011 | |
| 6 | INTC |
Intel Corp
|
2,735 | $381,888 | |
| 7 | QCOM |
Qualcomm Inc/De
|
1,385 | $255,934 |
All Filings in AMD
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,607,958 | 2,768 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $688,813 | 3,386 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $574,377 | 2,682 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $442,010 | 2,732 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $340,843 | 2,402 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $246,781 | 2,402 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $290,137 | 2,402 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $259,082 | 1,579 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||