Position in MU
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$8,222,007
+$5,906,114 QoQ
Shares Held
7,123
+3.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.58%
of 13F equity value
Holder Rank
#1,220
of 3,878 holders
Holding Since
Sep 2024
6 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, 2026Kesler, Norman & Wride, LLC holds $66,658,964 across 8 Semiconductors names. MU ranks #6 (12.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADI |
Analog Devices Inc
|
36,115 | $14,343,794 | |
| 2 | AVGO |
Broadcom Inc.
|
31,188 | $11,781,267 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
19,557 | $11,360,856 | |
| 4 | NVDA |
Nvidia Corp
|
52,155 | $10,435,693 | |
| 5 | TXN |
Texas Instruments Inc
|
28,682 | $8,549,243 | |
| 6 | MU |
Micron Technology Inc
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|
7,123 | $8,222,007 | |
| 7 | MRVL |
Marvell Technology, Inc.
|
4,549 | $1,355,101 | |
| 8 | MPWR |
Monolithic Power Systems, Inc.
|
442 | $611,003 |
All Filings in MU
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,222,007 | 7,123 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $2,315,893 | 6,855 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,238,679 | 4,340 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $540,610 | 3,231 | Shares | Sole | 2025-10-24 | |
| 2024-12-31 | $271,920 | 3,231 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $794,626 | 7,662 | Shares | Sole | 2024-10-08 | |
| No filing history on record for this holder in this stock. | ||||||