Position in MU
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$943,054
+$646,769 QoQ
Shares Held
817
-6.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#2,628
of 3,891 holders
Holding Since
Dec 2025
3 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, 2026Callahan Advisors, LLC holds $62,754,068 across 7 Semiconductors names. MU ranks #4 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
178,501 | $35,716,265 | |
| 2 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
49,233 | $23,512,203 | |
| 3 | AVGO |
Broadcom Inc.
|
3,367 | $1,271,884 | |
| 4 | MU |
Micron Technology Inc
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|
817 | $943,054 | |
| 5 | TXN |
Texas Instruments Inc
|
1,701 | $507,017 | |
| 6 | INTC |
Intel Corp
|
3,147 | $439,415 | |
| 7 | AMD |
Advanced Micro Devices Inc
|
627 | $364,230 |
All Filings in MU
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $943,054 | 817 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $296,285 | 877 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $273,993 | 960 | Shares | Sole | 2026-02-06 | |
| No filing history on record for this holder in this stock. | ||||||