Position in INTC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$19,368,356
+$15,447,891 QoQ
Shares Held
138,712
+56.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#541
of 3,546 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 69%
Shared 0%
None 31%
Common Shares in INTC Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026EP Wealth Advisors, LLC holds $1,339,193,851 across 25 Semiconductors names. INTC ranks #8 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
3,070,726 | $614,421,565 | |
| 2 | AVGO |
Broadcom Inc.
|
883,315 | $333,672,241 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
274,074 | $159,212,327 | |
| 4 | MU |
Micron Technology Inc
|
91,513 | $105,632,540 | |
| 5 | ADI |
Analog Devices Inc
|
56,875 | $22,589,043 | |
| 6 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
45,941 | $21,940,043 | |
| 7 | MRVL |
Marvell Technology, Inc.
|
71,092 | $21,177,595 | |
| 8 | INTC |
Intel Corp
This page
|
138,712 | $19,368,356 |
All Filings in INTC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,368,356 | 138,712 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,920,465 | 88,839 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,396,017 | 92,033 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $1,704,147 | 76,078 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,863,923 | 82,075 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,861,542 | 92,845 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,525,117 | 107,635 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $3,201,647 | 103,379 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $5,451,947 | 123,431 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $5,307,254 | 105,617 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $3,315,428 | 93,261 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $4,015,475 | 120,080 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $114,410 | 3,502 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $1,714,936 | 64,886 | Shares | Sole | 2023-06-12 | |
| 2022-09-30 | $1,989,340 | 77,196 | Shares | Sole | 2022-12-02 | |
| 2022-06-30 | $2,634,225 | 70,415 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $3,760,166 | 75,871 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $4,424,983 | 85,922 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $3,699,017 | 69,426 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $4,220,717 | 75,182 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $4,191,744 | 65,496 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $2,934,298 | 58,898 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $3,008,987 | 58,111 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $3,692,109 | 61,710 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $2,736,307 | 50,560 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||