Position in MU
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$512,504
New position
Shares Held
444
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#3,061
of 3,891 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 3%
Shared 0%
None 97%
Position in Semiconductors
Technology · as of Jun 30, 2026Twelve Points Wealth Management LLC holds $12,286,203 across 10 Semiconductors names. MU ranks #6 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VSH |
Vishay Intertechnology Inc
|
62,861 | $3,380,664 | |
| 2 | TXN |
Texas Instruments Inc
|
8,353 | $2,489,778 | |
| 3 | SWKS |
Skyworks Solutions, Inc.
|
27,164 | $1,841,719 | |
| 4 | QCOM |
Qualcomm Inc/De
|
8,869 | $1,638,902 | |
| 5 | MCHP |
Microchip Technology Inc
|
12,351 | $1,126,411 | |
| 6 | MU |
Micron Technology Inc
This page
|
444 | $512,504 | |
| 7 | NVDA |
Nvidia Corp
|
2,056 | $411,385 | |
| 8 | AVGO |
Broadcom Inc.
|
930 | $351,307 |
All Filings in MU
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $512,504 | 444 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||