GFS Advisors, LLC

Position in MU — Micron Technology Inc

CIK 1427263 HOUSTON, TX

Position in MU

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$3,729,510

+$3,248,885 QoQ

Shares Held

3,231

-80.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.50%

of 13F equity value

Holder Rank

#1,654

of 3,878 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

GFS Advisors, LLC holds $5,128,588 across 11 Semiconductors names. MU ranks #1 (72.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MU	Micron Technology Inc This page	3,231	$3,729,510
2	TSM	Taiwan Semiconductor Manufacturing Co Ltd	2,260	$1,079,308
3	AVGO	Broadcom Inc.	650	$245,537
4	UMC	United Microelectronics Corp	1,370	$37,277
5	QRVO	Qorvo, Inc.	130	$12,125
6	INTC	Intel Corp	120,681	$8,618
7	MPWR	Monolithic Power Systems, Inc.	4	$5,529
8	SYNA	SYNAPTICS Inc	30	$3,726

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,729,510	3,231	-80.5%	Shares	Sole	2026-08-13
2026-03-31	$480,625	16,579	+137.2%	Shares	Sole	2026-04-30
2025-12-31	$1,995,015	6,990	-12.6%	Shares	Sole	2026-02-11
2022-09-30	$400,800	8,000	-46.7%	Shares	Sole	2022-10-13
2022-06-30	$829,200	15,000	+36.4%	Shares	Sole	2022-07-19
2022-03-31	$856,790	11,000	-21.4%	Shares	Sole	2022-04-21
2021-12-31	$1,304,100	14,000	+7.7%	Shares	Sole	2022-01-21
2021-09-30	$922,740	13,000	0.0%	Shares	Sole	2021-11-03
2021-06-30	$1,104,740	13,000	+85.7%	Shares	Sole	2021-07-26
2021-03-31	$617,470	7,000	-41.7%	Shares	Sole	2021-05-03
2020-12-31	$902,160	12,000	0.0%	Shares	Sole	2021-02-02
2020-09-30	$563,520	12,000	0.0%	Shares	Sole	2020-11-12
2020-06-30	$618,240	12,000	0.0%	Shares	Sole	2020-07-29
2020-03-31	$504,720	12,000	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.