Position in MU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,691,804
+$1,917,475 QoQ
Shares Held
2,332
+1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,871
of 3,878 holders
Holding Since
Mar 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MU Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026KCM INVESTMENT ADVISORS LLC holds $119,824,182 across 11 Semiconductors names. MU ranks #5 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
372,859 | $74,605,357 | |
| 2 | AVGO |
Broadcom Inc.
|
61,642 | $23,285,265 | |
| 3 | QCOM |
Qualcomm Inc/De
|
33,159 | $6,127,451 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
11,200 | $5,348,784 | |
| 5 | MU |
Micron Technology Inc
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|
2,332 | $2,691,804 | |
| 6 | INTC |
Intel Corp
|
17,724 | $2,474,802 | |
| 7 | AMD |
Advanced Micro Devices Inc
|
2,609 | $1,515,594 | |
| 8 | ARM |
Arm Holdings PLC /Uk
|
4,145 | $1,469,692 |
All Filings in MU
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,691,804 | 2,332 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $774,329 | 2,292 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $655,586 | 2,297 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $405,081 | 2,421 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $253,648 | 2,058 | Shares | Sole | 2025-08-06 | |
| 2024-09-30 | $225,569 | 2,175 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $270,557 | 2,057 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $251,930 | 2,137 | Shares | Sole | 2024-05-07 | |
| No filing history on record for this holder in this stock. | ||||||