Position in MU
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$2,817,621
+$1,960,859 QoQ
Shares Held
2,441
-3.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.27%
of 13F equity value
Holder Rank
#1,849
of 3,878 holders
Holding Since
Dec 2021
10 quarters on record
Voting authority
Sole 30%
Shared 0%
None 70%
Common Shares in MU Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Zullo Investment Group, Inc. holds $40,871,634 across 10 Semiconductors names. MU ranks #3 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
122,919 | $24,594,862 | |
| 2 | AMD |
Advanced Micro Devices Inc
|
10,640 | $6,180,882 | |
| 3 | MU |
Micron Technology Inc
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|
2,441 | $2,817,621 | |
| 4 | AVGO |
Broadcom Inc.
|
6,919 | $2,613,652 | |
| 5 | QCOM |
Qualcomm Inc/De
|
6,628 | $1,224,788 | |
| 6 | ADI |
Analog Devices Inc
|
2,655 | $1,054,486 | |
| 7 | INTC |
Intel Corp
|
5,130 | $716,301 | |
| 8 | ARM |
Arm Holdings PLC /Uk
|
2,004 | $710,558 |
All Filings in MU
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,817,621 | 2,441 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $856,762 | 2,536 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $682,415 | 2,391 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $393,703 | 2,353 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $284,091 | 2,305 | Shares | Sole | 2025-07-24 | |
| 2022-12-31 | $28,488 | 570 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $38,577 | 770 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $42,620 | 771 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $59,430 | 763 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $71,073 | 763 | Shares | Sole | 2022-02-16 | |
| No filing history on record for this holder in this stock. | ||||||