Position in MCHP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,141,110
+$986,690 QoQ
Shares Held
34,442
+3.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#422
of 1,300 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MCHP Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026COZAD ASSET MANAGEMENT INC holds $89,962,997 across 10 Semiconductors names. MCHP ranks #3 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MU |
Micron Technology Inc
|
42,474 | $49,027,313 | |
| 2 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
70,786 | $33,805,270 | |
| 3 | MCHP |
Microchip Technology Inc
This page
|
34,442 | $3,141,110 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
2,068 | $1,201,321 | |
| 5 | INTC |
Intel Corp
|
6,970 | $973,221 | |
| 6 | UMC |
United Microelectronics Corp
|
20,291 | $552,118 | |
| 7 | ADI |
Analog Devices Inc
|
1,343 | $533,399 | |
| 8 | QCOM |
Qualcomm Inc/De
|
1,455 | $268,869 |
All Filings in MCHP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,141,110 | 34,442 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,154,420 | 33,345 | Shares | Sole | 2026-05-28 | |
| 2025-12-31 | $2,445,382 | 38,377 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,503,809 | 38,988 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,756,815 | 39,176 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,027,023 | 41,872 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $3,529,548 | 61,544 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $7,466,488 | 92,994 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $10,749,328 | 117,479 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $10,829,880 | 120,721 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $10,827,191 | 120,062 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $9,434,371 | 120,876 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $10,859,383 | 121,212 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $9,778,634 | 116,718 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $8,017,211 | 114,124 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $6,601,370 | 108,166 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $6,418,769 | 110,516 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $7,514,450 | 100,006 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $8,196,611 | 94,149 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $7,229,072 | 47,098 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $7,164,609 | 47,847 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $7,811,136 | 50,323 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $7,355,186 | 53,256 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $5,661,562 | 55,095 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $5,845,863 | 55,511 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $3,110,799 | 45,882 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||