Position in MU
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$151,211
+$109,319 QoQ
Shares Held
131
+5.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#3,712
of 3,878 holders
Holding Since
Dec 2025
3 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, 2026Basepoint Wealth LLC holds $4,994,248 across 14 Semiconductors names. MU ranks #5 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
15,184 | $3,038,166 | |
| 2 | INTC |
Intel Corp
|
4,347 | $606,971 | |
| 3 | QCOM |
Qualcomm Inc/De
|
2,948 | $544,760 | |
| 4 | AVGO |
Broadcom Inc.
|
528 | $199,452 | |
| 5 | MU |
Micron Technology Inc
This page
|
131 | $151,211 | |
| 6 | SWKS |
Skyworks Solutions, Inc.
|
2,071 | $140,413 | |
| 7 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
275 | $131,331 | |
| 8 | AMD |
Advanced Micro Devices Inc
|
183 | $106,306 |
All Filings in MU
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $151,211 | 131 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $41,892 | 124 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $65,929 | 231 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||