Position in GFS
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,149,042
+$541,535 QoQ
Shares Held
13,943
+2.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#174
of 439 holders
Holding Since
Dec 2022
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GFS Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Belpointe Asset Management LLC holds $151,079,927 across 21 Semiconductors names. GFS ranks #13 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
397,385 | $79,512,764 | |
| 2 | MU |
Micron Technology Inc
|
13,312 | $15,365,908 | |
| 3 | AVGO |
Broadcom Inc.
|
25,909 | $9,787,124 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
15,773 | $7,532,711 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
11,035 | $6,410,341 | |
| 6 | ALAB |
Astera Labs, Inc.
|
12,925 | $6,243,033 | |
| 7 | TXN |
Texas Instruments Inc
|
16,730 | $4,986,711 | |
| 8 | INTC |
Intel Corp
|
30,438 | $4,250,057 |
All Filings in GFS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,149,042 | 13,943 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $607,507 | 13,658 | Shares | Sole | 2026-04-28 | |
| 2023-03-31 | $22,159 | 307 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $43,704 | 811 | Shares | Sole | 2023-02-08 | |
| No filing history on record for this holder in this stock. | ||||||