Position in MU
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$898,037
+$676,752 QoQ
Shares Held
778
+18.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#2,666
of 3,904 holders
Holding Since
Mar 2026
2 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, 2026Galvin, Gaustad & Stein, LLC holds $70,339,751 across 9 Semiconductors names. MU ranks #5 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
159,997 | $32,013,799 | |
| 2 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
41,350 | $19,747,519 | |
| 3 | QCOM |
Qualcomm Inc/De
|
77,022 | $14,232,895 | |
| 4 | AVGO |
Broadcom Inc.
|
4,039 | $1,525,732 | |
| 5 | MU |
Micron Technology Inc
This page
|
778 | $898,037 | |
| 6 | HIMX |
Himax Technologies, Inc.
|
43,188 | $662,503 | |
| 7 | INTC |
Intel Corp
|
3,839 | $536,039 | |
| 8 | AMD |
Advanced Micro Devices Inc
|
756 | $439,167 |
All Filings in MU
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $898,037 | 778 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $221,285 | 655 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||