Position in ARM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,838,445
+$1,099,745 QoQ
Shares Held
5,185
+6.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.02%
of 13F equity value
Holder Rank
#386
of 955 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ARM Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026ROI Financial Advisors, LLC holds $44,241,277 across 7 Semiconductors names. ARM ranks #5 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
25,460 | $12,158,932 | |
| 2 | NVDA |
Nvidia Corp
|
58,432 | $11,691,658 | |
| 3 | AVGO |
Broadcom Inc.
|
30,470 | $11,510,042 | |
| 4 | INTC |
Intel Corp
|
37,718 | $5,266,564 | |
| 5 | ARM |
Arm Holdings PLC /Uk
This page
|
5,185 | $1,838,445 | |
| 6 | MU |
Micron Technology Inc
|
953 | $1,100,038 | |
| 7 | AMD |
Advanced Micro Devices Inc
|
1,163 | $675,598 |
All Filings in ARM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,838,445 | 5,185 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $738,700 | 4,883 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $556,934 | 5,095 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $721,881 | 5,102 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $761,148 | 4,706 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $386,686 | 3,621 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||