Position in MU
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,769,910
+$2,230,374 QoQ
Shares Held
3,266
-28.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.17%
of 13F equity value
Holder Rank
#1,646
of 3,878 holders
Holding Since
Dec 2021
19 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, 2026MSH Capital Advisors LLC holds $16,568,633 across 10 Semiconductors names. MU ranks #2 (22.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
31,284 | $6,259,615 | |
| 2 | MU |
Micron Technology Inc
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|
3,266 | $3,769,910 | |
| 3 | AVGO |
Broadcom Inc.
|
7,486 | $2,827,836 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
2,156 | $1,252,441 | |
| 5 | TXN |
Texas Instruments Inc
|
2,408 | $717,752 | |
| 6 | INTC |
Intel Corp
|
4,057 | $566,478 | |
| 7 | MRVL |
Marvell Technology, Inc.
|
1,175 | $350,020 | |
| 8 | MCHP |
Microchip Technology Inc
|
3,595 | $327,864 |
All Filings in MU
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,769,910 | 3,266 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,539,536 | 4,557 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,251,522 | 4,385 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $767,329 | 4,586 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $572,619 | 4,646 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $414,465 | 4,770 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $401,443 | 4,770 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $509,527 | 4,913 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $671,855 | 5,108 | Shares | Sole | 2025-02-14 | |
| 2024-03-31 | $637,549 | 5,408 | Shares | Sole | 2025-02-14 | |
| 2023-12-31 | $498,812 | 5,845 | Shares | Sole | 2025-02-14 | |
| 2023-09-30 | $430,833 | 6,333 | Shares | Sole | 2025-02-14 | |
| 2023-06-30 | $415,705 | 6,587 | Shares | Sole | 2025-02-14 | |
| 2023-03-31 | $397,399 | 6,586 | Shares | Sole | 2025-02-14 | |
| 2022-12-31 | $327,069 | 6,544 | Shares | Sole | 2025-02-14 | |
| 2022-09-30 | $335,319 | 6,693 | Shares | Sole | 2025-02-14 | |
| 2022-06-30 | $382,371 | 6,917 | Shares | Sole | 2025-02-13 | |
| 2022-03-31 | $541,880 | 6,957 | Shares | Sole | 2025-02-13 | |
| 2021-12-31 | $636,866 | 6,837 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||