Position in MU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$15,651,018
+$12,417,214 QoQ
Shares Held
13,559
+41.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.66%
of 13F equity value
Holder Rank
#938
of 3,878 holders
Holding Since
Sep 2020
24 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, 2026NFSG Corp holds $133,273,091 across 28 Semiconductors names. MU ranks #4 (11.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
244,058 | $48,833,565 | |
| 2 | MRVL |
Marvell Technology, Inc.
|
64,995 | $19,361,360 | |
| 3 | AVGO |
Broadcom Inc.
|
48,869 | $18,460,264 | |
| 4 | MU |
Micron Technology Inc
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|
13,559 | $15,651,018 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
19,845 | $11,528,158 | |
| 6 | ARM |
Arm Holdings PLC /Uk
|
19,214 | $6,812,707 | |
| 7 | INTC |
Intel Corp
|
26,589 | $3,712,622 | |
| 8 | ALAB |
Astera Labs, Inc.
|
5,805 | $2,803,931 |
All Filings in MU
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,651,018 | 13,559 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,233,804 | 9,572 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,294,048 | 4,534 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $821,708 | 4,911 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $592,832 | 4,810 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $436,100 | 5,019 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,130,437 | 13,432 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $1,437,524 | 13,861 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $712,892 | 5,420 | Shares | Sole | 2024-09-11 | |
| 2024-03-31 | $635,191 | 5,388 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $411,082 | 4,817 | Shares | Sole | 2024-03-28 | |
| 2023-09-30 | $369,606 | 5,433 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $399,991 | 6,338 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $392,149 | 6,499 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $347,610 | 6,955 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $332,513 | 6,637 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $362,581 | 6,559 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $515,164 | 6,614 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $785,347 | 8,431 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $576,428 | 8,121 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $484,895 | 5,706 | Shares | Sole | 2021-09-07 | |
| 2021-03-31 | $338,814 | 3,841 | Shares | Sole | 2021-09-07 | |
| 2020-12-31 | $219,525 | 2,920 | Shares | Sole | 2021-09-07 | |
| 2020-09-30 | $137,123 | 2,920 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||