Hamilton Point Investment Advisors, LLC
Position in MU — Micron Technology Inc
CIK 1599746
CHAPEL HILL, NC
Position in MU
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$863,408
+$610,704 QoQ
Shares Held
748
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#2,681
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, 2026Hamilton Point Investment Advisors, LLC holds $20,765,147 across 9 Semiconductors names. MU ranks #5 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
38,697 | $7,742,882 | |
| 2 | TXN |
Texas Instruments Inc
|
21,120 | $6,295,238 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
4,875 | $2,831,936 | |
| 4 | INTC |
Intel Corp
|
6,808 | $950,601 | |
| 5 | MU |
Micron Technology Inc
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|
748 | $863,408 | |
| 6 | AVGO |
Broadcom Inc.
|
1,629 | $615,354 | |
| 7 | MCHP |
Microchip Technology Inc
|
6,641 | $605,659 | |
| 8 | MRVL |
Marvell Technology, Inc.
|
1,874 | $558,245 |
All Filings in MU
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $863,408 | 748 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $252,704 | 748 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $213,486 | 748 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||