TLWM

Position in ARM — Arm Holdings PLC /Uk

CIK 1732537 SAN ANTONIO, TX

Position in ARM

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$234,370

New position

Shares Held

661

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#761

of 955 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

TLWM holds $9,067,747 across 5 Semiconductors names. ARM ranks #5 (2.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp	24,182	$4,838,576
2	MRVL	Marvell Technology, Inc.	8,254	$2,458,784
3	NXPI	NXP Semiconductors N.V.	4,389	$1,233,440
4	AVGO	Broadcom Inc.	801	$302,577
5	ARM	Arm Holdings PLC /Uk This page	661	$234,370

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$234,370	661	—	Shares	Sole	2026-07-07
No filing history on record for this holder in this stock.