Position in MU
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$647,556
+$466,812 QoQ
Shares Held
561
+4.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.18%
of 13F equity value
Holder Rank
#2,886
of 3,891 holders
Holding Since
Mar 2026
2 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, 2026Kraft, Davis & Associates, LLC holds $9,974,009 across 7 Semiconductors names. MU ranks #4 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
34,850 | $6,973,136 | |
| 2 | AVGO |
Broadcom Inc.
|
2,176 | $821,984 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
1,209 | $702,320 | |
| 4 | MU |
Micron Technology Inc
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|
561 | $647,556 | |
| 5 | MRVL |
Marvell Technology, Inc.
|
1,115 | $332,147 | |
| 6 | NXPI |
NXP Semiconductors N.V.
|
928 | $260,795 | |
| 7 | TXN |
Texas Instruments Inc
|
792 | $236,071 |
All Filings in MU
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $647,556 | 561 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $180,744 | 535 | Shares | Sole | 2026-05-01 | |
| No filing history on record for this holder in this stock. | ||||||