Position in MU
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,619,084
+$1,762,998 QoQ
Shares Held
2,269
-10.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.80%
of 13F equity value
Holder Rank
#1,888
of 3,878 holders
Holding Since
Sep 2025
4 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, 2026McAdam, LLC holds $44,168,434 across 18 Semiconductors names. MU ranks #4 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
120,319 | $24,074,628 | |
| 2 | AVGO |
Broadcom Inc.
|
14,393 | $5,436,955 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
6,005 | $3,488,364 | |
| 4 | MU |
Micron Technology Inc
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|
2,269 | $2,619,084 | |
| 5 | INTC |
Intel Corp
|
16,530 | $2,308,083 | |
| 6 | MRVL |
Marvell Technology, Inc.
|
3,548 | $1,056,913 | |
| 7 | QCOM |
Qualcomm Inc/De
|
3,584 | $662,287 | |
| 8 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
1,367 | $652,838 |
All Filings in MU
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,619,084 | 2,269 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $856,086 | 2,534 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $578,526 | 2,027 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $253,824 | 1,517 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||