Position in MU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$12,092,342
-$15,738,917 QoQ
Shares Held
10,476
-87.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#1,041
of 3,878 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 70%
Shared 0%
None 30%
Common Shares in MU Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026CSM Advisors, LLC holds $287,918,500 across 9 Semiconductors names. MU ranks #5 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
755,575 | $151,183,001 | |
| 2 | AVGO |
Broadcom Inc.
|
154,440 | $58,339,710 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
57,607 | $33,464,482 | |
| 4 | ARM |
Arm Holdings PLC /Uk
|
54,946 | $19,482,203 | |
| 5 | MU |
Micron Technology Inc
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|
10,476 | $12,092,342 | |
| 6 | MRVL |
Marvell Technology, Inc.
|
30,113 | $8,970,361 | |
| 7 | ADI |
Analog Devices Inc
|
5,395 | $2,142,732 | |
| 8 | QCOM |
Qualcomm Inc/De
|
10,773 | $1,990,742 |
All Filings in MU
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,092,342 | 10,476 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $27,831,259 | 82,380 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $19,219,794 | 67,341 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||