Position in ARM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$355,633
New position
Shares Held
1,003
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#676
of 955 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, 2026Obermeyer Wealth Partners holds $317,350,462 across 11 Semiconductors names. ARM ranks #9 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
250,513 | $119,637,493 | |
| 2 | NVDA |
Nvidia Corp
|
417,763 | $83,590,198 | |
| 3 | AVGO |
Broadcom Inc.
|
192,213 | $72,608,460 | |
| 4 | TXN |
Texas Instruments Inc
|
112,214 | $33,447,626 | |
| 5 | ADI |
Analog Devices Inc
|
9,946 | $3,950,252 | |
| 6 | AMD |
Advanced Micro Devices Inc
|
3,529 | $2,050,031 | |
| 7 | INTC |
Intel Corp
|
5,224 | $729,427 | |
| 8 | MRVL |
Marvell Technology, Inc.
|
1,450 | $431,940 |
All Filings in ARM
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $355,633 | 1,003 | Shares | Sole | 2026-07-29 | |
| No filing history on record for this holder in this stock. | ||||||