Position in MU
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$2,911,119
+$2,166,520 QoQ
Shares Held
2,522
+14.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.79%
of 13F equity value
Holder Rank
#1,826
of 3,878 holders
Holding Since
Sep 2025
4 quarters on record
Common Shares in MU Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026BEACON FINANCIAL GROUP holds $53,170,556 across 11 Semiconductors names. MU ranks #7 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
92,580 | $18,524,332 | |
| 2 | AVGO |
Broadcom Inc.
|
21,699 | $8,196,797 | |
| 3 | TXN |
Texas Instruments Inc
|
27,111 | $8,080,975 | |
| 4 | QCOM |
Qualcomm Inc/De
|
22,623 | $4,180,504 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
7,684 | $3,669,647 | |
| 6 | ADI |
Analog Devices Inc
|
7,530 | $2,990,690 | |
| 7 | MU |
Micron Technology Inc
This page
|
2,522 | $2,911,119 | |
| 8 | AMD |
Advanced Micro Devices Inc
|
4,293 | $2,493,846 |
All Filings in MU
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,911,119 | 2,522 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $744,599 | 2,204 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $637,320 | 2,233 | Shares | Sole | 2026-04-01 | |
| 2025-09-30 | $288,961 | 1,727 | Shares | Sole | 2025-10-08 | |
| No filing history on record for this holder in this stock. | ||||||