Position in MU
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$854,174
+$599,105 QoQ
Shares Held
740
-2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.86%
of 13F equity value
Holder Rank
#2,690
of 3,891 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MU Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026David J Yvars Group holds $23,150,619 across 6 Semiconductors names. MU ranks #3 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
90,175 | $18,043,115 | |
| 2 | AVGO |
Broadcom Inc.
|
6,560 | $2,478,040 | |
| 3 | MU |
Micron Technology Inc
This page
|
740 | $854,174 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
1,596 | $762,201 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
1,044 | $606,470 | |
| 6 | MRVL |
Marvell Technology, Inc.
|
1,365 | $406,619 |
All Filings in MU
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $854,174 | 740 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $255,069 | 755 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $205,495 | 720 | Shares | Sole | 2026-01-12 | |
| No filing history on record for this holder in this stock. | ||||||