Keel Point, LLC

Position in MU — Micron Technology Inc

CIK 1386935 HUNTSVILLE, AL

Position in MU

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$5,046,555

+$3,514,789 QoQ

Shares Held

4,372

-3.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.65%

of 13F equity value

Holder Rank

#1,460

of 3,878 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 22% Shared 0% None 78%

Technology · as of Jun 30, 2026

Keel Point, LLC holds $57,752,115 across 15 Semiconductors names. MU ranks #3 (8.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp	155,025	$31,018,952
2	AVGO	Broadcom Inc.	19,915	$7,522,891
3	MU	Micron Technology Inc This page	4,372	$5,046,555
4	QCOM	Qualcomm Inc/De	18,985	$3,508,238
5	AMD	Advanced Micro Devices Inc	5,262	$3,056,748
6	INTC	Intel Corp	13,116	$1,831,387
7	TSM	Taiwan Semiconductor Manufacturing Co Ltd	2,961	$1,414,084
8	TXN	Texas Instruments Inc	3,912	$1,166,049

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,046,555	4,372	-3.6%	Shares	Sole	2026-08-14
2026-03-31	$1,531,766	4,534	-9.4%	Shares	Sole	2026-06-01
2025-12-31	$1,428,762	5,006	-3.3%	Shares	Sole	2026-02-12
2025-09-30	$865,881	5,175	-5.0%	Shares	Sole	2025-12-16
2025-06-30	$671,589	5,449	-4.9%	Shares	Sole	2025-08-15
2025-03-31	$497,619	5,727	-0.5%	Shares	Sole	2025-05-15
2024-12-31	$484,172	5,753	+62.2%	Shares	Sole	2025-02-14
2024-09-30	$367,755	3,546	-4.3%	Shares	Sole	2024-11-14
2024-06-30	$487,450	3,706	+8.3%	Shares	Sole	2024-08-14
2024-03-31	$403,537	3,423	+12.6%	Shares	Sole	2024-04-16
2023-12-31	$259,518	3,041	—	Shares	Sole	2024-01-30
No filing history on record for this holder in this stock.