Position in MU
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,891,496
New position
Shares Held
2,505
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#1,829
of 3,878 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Semiconductors
Technology · as of Jun 30, 2026CFM WEALTH PARTNERS LLC holds $183,096,148 across 11 Semiconductors names. MU ranks #7 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
532,703 | $106,588,543 | |
| 2 | AMD |
Advanced Micro Devices Inc
|
55,008 | $31,954,697 | |
| 3 | AVGO |
Broadcom Inc.
|
31,296 | $11,822,064 | |
| 4 | MRVL |
Marvell Technology, Inc.
|
37,032 | $11,031,462 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
17,687 | $8,446,780 | |
| 6 | ARM |
Arm Holdings PLC /Uk
|
8,197 | $2,906,410 | |
| 7 | MU |
Micron Technology Inc
This page
|
2,505 | $2,891,496 | |
| 8 | CRDO |
Credo Technology Group Holding Ltd
|
10,629 | $2,890,556 |
All Filings in MU
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,891,496 | 2,505 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||