Position in MU
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,786,456
+$1,674,625 QoQ
Shares Held
2,414
-26.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#1,862
of 3,892 holders
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MU Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026SFMG, LLC holds $77,604,759 across 10 Semiconductors names. MU ranks #4 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
173,160 | $34,647,584 | |
| 2 | AMD |
Advanced Micro Devices Inc
|
47,675 | $27,694,884 | |
| 3 | AVGO |
Broadcom Inc.
|
19,141 | $7,230,512 | |
| 4 | MU |
Micron Technology Inc
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|
2,414 | $2,786,456 | |
| 5 | TXN |
Texas Instruments Inc
|
5,870 | $1,749,670 | |
| 6 | ADI |
Analog Devices Inc
|
3,111 | $1,235,595 | |
| 7 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
2,496 | $1,192,014 | |
| 8 | INTC |
Intel Corp
|
3,450 | $481,723 |
All Filings in MU
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,786,456 | 2,414 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,111,831 | 3,291 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $893,618 | 3,131 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $499,617 | 2,986 | Shares | Sole | 2025-11-13 | |
| 2025-03-31 | $252,067 | 2,901 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||