Position in MU
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$9,956,905
+$8,533,923 QoQ
Shares Held
8,626
+104.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#1,128
of 3,878 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MU Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026DAYMARK WEALTH PARTNERS, LLC holds $397,290,395 across 15 Semiconductors names. MU ranks #7 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
1,078,083 | $215,713,627 | |
| 2 | AVGO |
Broadcom Inc.
|
171,487 | $64,779,214 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
60,898 | $35,376,257 | |
| 4 | QCOM |
Qualcomm Inc/De
|
127,918 | $23,637,967 | |
| 5 | SLAB |
Silicon Laboratories Inc.
|
90,520 | $19,784,051 | |
| 6 | INTC |
Intel Corp
|
99,092 | $13,836,215 | |
| 7 | MU |
Micron Technology Inc
This page
|
8,626 | $9,956,905 | |
| 8 | ADI |
Analog Devices Inc
|
14,016 | $5,566,734 |
All Filings in MU
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,956,905 | 8,626 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1,422,982 | 4,212 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $486,909 | 1,706 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $224,208 | 1,340 | Shares | Sole | 2025-10-22 | |
| No filing history on record for this holder in this stock. | ||||||