Position in MU
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$15,365,908
+$8,851,002 QoQ
Shares Held
13,312
-31.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.15%
of 13F equity value
Holder Rank
#353
of 2,132 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 80%
Shared 20%
None 0%
Common Shares in MU Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Belpointe Asset Management LLC holds $151,079,927 across 21 Semiconductors names. MU ranks #2 (10.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
397,385 | $79,512,764 | |
| 2 | MU |
Micron Technology Inc
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|
13,312 | $15,365,908 | |
| 3 | AVGO |
Broadcom Inc.
|
25,909 | $9,787,124 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
15,773 | $7,532,711 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
11,035 | $6,410,341 | |
| 6 | ALAB |
Astera Labs, Inc.
|
12,925 | $6,243,033 | |
| 7 | TXN |
Texas Instruments Inc
|
16,730 | $4,986,711 | |
| 8 | INTC |
Intel Corp
|
30,438 | $4,250,057 |
All Filings in MU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,365,908 | 13,312 | Shares | Other | 2026-07-31 | |
| 2026-03-31 | $6,514,906 | 19,284 | Shares | Other | 2026-04-28 | |
| 2025-12-31 | $5,388,255 | 18,879 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $3,568,266 | 21,326 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $2,093,524 | 16,986 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $2,383,132 | 27,427 | Shares | Other | 2025-05-20 | |
| 2024-12-31 | $2,834,256 | 33,677 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,533,192 | 34,068 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,719,251 | 20,674 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $690,128 | 5,854 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $543,018 | 6,363 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $266,745 | 3,921 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $410,909 | 6,511 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,254,408 | 20,789 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $978,558 | 19,579 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $1,026,699 | 20,493 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,572,952 | 46,544 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $2,323,458 | 29,830 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $2,400,568 | 25,771 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,495,406 | 21,068 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,204,126 | 25,937 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $2,398,077 | 27,186 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,104,363 | 27,991 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,166,768 | 24,846 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,182,384 | 22,950 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $933,479 | 22,194 | Shares | Sole | 2020-07-20 | |
| No filing history on record for this holder in this stock. | ||||||