Position in MU
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$116,583
+$115,280 QoQ
Shares Held
101
+573.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#3,727
of 3,878 holders
Holding Since
Mar 2022
4 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, 2026GoalVest Advisory LLC holds $7,846,921 across 16 Semiconductors names. MU ranks #6 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
21,878 | $4,377,569 | |
| 2 | AVGO |
Broadcom Inc.
|
4,749 | $1,793,934 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
1,274 | $740,079 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
647 | $308,987 | |
| 5 | INTC |
Intel Corp
|
1,501 | $209,584 | |
| 6 | MU |
Micron Technology Inc
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|
101 | $116,583 | |
| 7 | MRVL |
Marvell Technology, Inc.
|
315 | $93,835 | |
| 8 | NXPI |
NXP Semiconductors N.V.
|
225 | $63,231 |
All Filings in MU
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $116,583 | 101 | Shares | Sole | 2026-07-09 | |
| 2025-03-31 | $1,303 | 15 | Shares | Sole | 2025-04-07 | |
| 2024-03-31 | $3,890 | 33 | Shares | Sole | 2024-04-15 | |
| 2022-03-31 | $233 | 3 | Shares | Sole | 2022-05-03 | |
| No filing history on record for this holder in this stock. | ||||||