Position in MU
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,435,936
+$3,216,334 QoQ
Shares Held
3,843
+6.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#1,535
of 3,878 holders
Holding Since
Mar 2026
2 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, 2026McGowan Group Asset Management, Inc. holds $14,584,219 across 8 Semiconductors names. MU ranks #2 (30.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TXN |
Texas Instruments Inc
|
24,064 | $7,172,756 | |
| 2 | MU |
Micron Technology Inc
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|
3,843 | $4,435,936 | |
| 3 | NVDA |
Nvidia Corp
|
5,948 | $1,190,135 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
1,000 | $477,570 | |
| 5 | QCOM |
Qualcomm Inc/De
|
2,439 | $450,702 | |
| 6 | AVGO |
Broadcom Inc.
|
990 | $373,972 | |
| 7 | MRVL |
Marvell Technology, Inc.
|
826 | $246,057 | |
| 8 | INTC |
Intel Corp
|
1,698 | $237,091 |
All Filings in MU
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,435,936 | 3,843 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,219,602 | 3,610 | Shares | Sole | 2026-05-11 | |
| No filing history on record for this holder in this stock. | ||||||