Position in MU
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$5,235,859
+$3,390,577 QoQ
Shares Held
4,536
-17.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.84%
of 13F equity value
Holder Rank
#1,449
of 3,891 holders
Holding Since
Dec 2025
3 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, 2026Sargent Investment Group, LLC holds $47,330,595 across 9 Semiconductors names. MU ranks #4 (11.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
83,744 | $16,756,336 | |
| 2 | AVGO |
Broadcom Inc.
|
16,529 | $6,243,829 | |
| 3 | QCOM |
Qualcomm Inc/De
|
33,204 | $6,135,767 | |
| 4 | MU |
Micron Technology Inc
This page
|
4,536 | $5,235,859 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
7,775 | $4,516,575 | |
| 6 | MRVL |
Marvell Technology, Inc.
|
11,554 | $3,441,821 | |
| 7 | INTC |
Intel Corp
|
14,798 | $2,066,244 | |
| 8 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
4,227 | $2,018,688 |
All Filings in MU
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,235,859 | 4,536 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,845,282 | 5,462 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,291,194 | 4,524 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||