Position in MU
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,392,073
+$1,327,000 QoQ
Shares Held
1,206
+428.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#1,161
of 2,132 holders
Holding Since
Jun 2021
5 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, 2026Modus Advisors, LLC holds $28,033,276 across 7 Semiconductors names. MU ranks #5 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
58,307 | $11,666,647 | |
| 2 | ARM |
Arm Holdings PLC /Uk
|
27,399 | $9,714,863 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
3,852 | $1,839,599 | |
| 4 | AVGO |
Broadcom Inc.
|
4,465 | $1,686,653 | |
| 5 | MU |
Micron Technology Inc
This page
|
1,206 | $1,392,073 | |
| 6 | MRVL |
Marvell Technology, Inc.
|
4,408 | $1,313,099 | |
| 7 | CBRS |
Cerebras Systems Inc.
|
1,902 | $420,342 |
All Filings in MU
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,392,073 | 1,206 | Shares | Sole | 2026-08-03 | |
| 2025-12-31 | $65,073 | 228 | Shares | Sole | 2026-02-11 | |
| 2024-12-31 | $27,183 | 323 | Shares | Sole | 2025-01-03 | |
| 2024-09-30 | $318,908 | 3,075 | Shares | Sole | 2024-10-09 | |
| 2021-06-30 | $91,948 | 1,082 | Shares | Sole | 2021-07-01 | |
| No filing history on record for this holder in this stock. | ||||||