Position in MU
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$33,128,123
+$22,485,826 QoQ
Shares Held
28,700
-8.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
11.54%
of 13F equity value
Holder Rank
#688
of 3,878 holders
Holding Since
Dec 2022
15 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, 2026Schear Investment Advisers, LLC holds $92,571,588 across 6 Semiconductors names. MU ranks #1 (35.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MU |
Micron Technology Inc
This page
|
28,700 | $33,128,123 | |
| 2 | NVDA |
Nvidia Corp
|
92,102 | $18,428,689 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
29,871 | $17,352,362 | |
| 4 | AVGO |
Broadcom Inc.
|
38,961 | $14,717,517 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
13,705 | $6,545,096 | |
| 6 | MRVL |
Marvell Technology, Inc.
|
8,056 | $2,399,801 |
All Filings in MU
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,128,123 | 28,700 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $10,642,297 | 31,501 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $7,988,625 | 27,990 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $4,079,261 | 24,380 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $3,002,616 | 24,362 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,768,732 | 20,356 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,130,942 | 13,438 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,678,442 | 16,184 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,413,421 | 10,746 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $733,393 | 6,221 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $533,460 | 6,251 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $464,644 | 6,830 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $443,158 | 7,022 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $413,630 | 6,855 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $334,716 | 6,697 | Shares | Sole | 2023-01-24 | |
| No filing history on record for this holder in this stock. | ||||||