Position in MU
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,902,269
+$1,305,644 QoQ
Shares Held
1,648
-6.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#2,118
of 3,878 holders
Holding Since
Dec 2022
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, 2026Poehling Capital Management, INC. holds $8,686,272 across 7 Semiconductors names. MU ranks #2 (21.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
17,969 | $3,595,417 | |
| 2 | MU |
Micron Technology Inc
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|
1,648 | $1,902,269 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
2,768 | $1,607,958 | |
| 4 | MRVL |
Marvell Technology, Inc.
|
1,661 | $494,795 | |
| 5 | AVGO |
Broadcom Inc.
|
1,186 | $448,011 | |
| 6 | INTC |
Intel Corp
|
2,735 | $381,888 | |
| 7 | QCOM |
Qualcomm Inc/De
|
1,385 | $255,934 |
All Filings in MU
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,902,269 | 1,648 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $596,625 | 1,766 | Shares | Sole | 2026-04-21 | |
| 2023-03-31 | $1,012,927 | 16,787 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $874,100 | 17,489 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||