Position in MU
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$36,959,211
+$26,197,318 QoQ
Shares Held
32,019
+0.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.12%
of 13F equity value
Holder Rank
#648
of 3,878 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in MU Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Perigon Wealth Management, LLC holds $508,931,292 across 26 Semiconductors names. MU ranks #3 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
1,722,144 | $344,583,792 | |
| 2 | AVGO |
Broadcom Inc.
|
157,458 | $59,479,759 | |
| 3 | MU |
Micron Technology Inc
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|
32,019 | $36,959,211 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
45,712 | $26,554,557 | |
| 5 | INTC |
Intel Corp
|
57,407 | $8,015,739 | |
| 6 | QCOM |
Qualcomm Inc/De
|
41,046 | $7,584,890 | |
| 7 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
12,415 | $5,929,031 | |
| 8 | MRVL |
Marvell Technology, Inc.
|
17,196 | $5,122,516 |
All Filings in MU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,959,211 | 32,019 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $10,761,893 | 31,855 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $9,152,242 | 32,067 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $6,645,281 | 39,716 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $4,492,955 | 36,454 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $2,539,273 | 29,224 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,230,408 | 26,502 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $2,202,385 | 21,236 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,861,281 | 14,151 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,651,756 | 14,011 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $1,448,987 | 16,979 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $1,214,403 | 17,851 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $996,254 | 15,786 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $891,523 | 14,775 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $716,963 | 14,345 | Shares | Sole | 2023-05-01 | |
| 2022-09-30 | $600,899 | 11,994 | Shares | Sole | 2022-12-13 | |
| 2022-06-30 | $1,482,277 | 26,814 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,482,090 | 19,028 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,535,577 | 16,485 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,030,984 | 14,525 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $1,509,074 | 17,758 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $1,438,793 | 16,311 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,134,240 | 15,087 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $642,835 | 13,689 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $734,623 | 14,259 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $601,542 | 14,302 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||