Position in MU
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$854,174
+$604,173 QoQ
Shares Held
740
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#2,682
of 3,878 holders
Holding Since
Mar 2026
2 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, 2026LEUTHOLD GROUP, LLC holds $38,941,488 across 12 Semiconductors names. MU ranks #8 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
68,568 | $13,719,771 | |
| 2 | AMD |
Advanced Micro Devices Inc
|
18,545 | $10,772,975 | |
| 3 | NXPI |
NXP Semiconductors N.V.
|
16,370 | $4,600,461 | |
| 4 | CRUS |
Cirrus Logic, Inc.
|
22,703 | $3,372,076 | |
| 5 | AVGO |
Broadcom Inc.
|
3,600 | $1,359,900 | |
| 6 | QCOM |
Qualcomm Inc/De
|
5,580 | $1,031,128 | |
| 7 | MRVL |
Marvell Technology, Inc.
|
3,435 | $1,023,252 | |
| 8 | MU |
Micron Technology Inc
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|
740 | $854,174 |
All Filings in MU
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $854,174 | 740 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $250,001 | 740 | Shares | Sole | 2026-05-06 | |
| No filing history on record for this holder in this stock. | ||||||