Position in MU
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,131,204
+$788,635 QoQ
Shares Held
980
-3.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#2,489
of 3,878 holders
Holding Since
Jun 2025
5 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, 2026SMITH, MOORE & CO. holds $27,891,357 across 11 Semiconductors names. MU ranks #7 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
78,311 | $15,669,247 | |
| 2 | AVGO |
Broadcom Inc.
|
8,251 | $3,116,815 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
3,404 | $1,625,648 | |
| 4 | INTC |
Intel Corp
|
9,945 | $1,388,620 | |
| 5 | MRVL |
Marvell Technology, Inc.
|
4,411 | $1,313,992 | |
| 6 | AMD |
Advanced Micro Devices Inc
|
2,214 | $1,286,134 | |
| 7 | MU |
Micron Technology Inc
This page
|
980 | $1,131,204 | |
| 8 | QCOM |
Qualcomm Inc/De
|
6,098 | $1,126,849 |
All Filings in MU
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,131,204 | 980 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $342,569 | 1,014 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $234,892 | 823 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $259,011 | 1,548 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $219,138 | 1,778 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||