Position in MU
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$669,488
+$374,216 QoQ
Shares Held
580
-33.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.61%
of 13F equity value
Holder Rank
#2,849
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, 2026Oakmont Advisory Group, LLC holds $3,095,193 across 12 Semiconductors names. MU ranks #1 (21.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MU |
Micron Technology Inc
This page
|
580 | $669,488 | |
| 2 | NVDA |
Nvidia Corp
|
2,950 | $590,265 | |
| 3 | AVGO |
Broadcom Inc.
|
1,256 | $474,454 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
772 | $448,462 | |
| 5 | MPWR |
Monolithic Power Systems, Inc.
|
297 | $410,560 | |
| 6 | INTC |
Intel Corp
|
2,064 | $288,196 | |
| 7 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
274 | $130,854 | |
| 8 | NXPI |
NXP Semiconductors N.V.
|
184 | $51,709 |
All Filings in MU
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $669,488 | 580 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $295,272 | 874 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $392,153 | 1,374 | Shares | Sole | 2026-05-11 | |
| No filing history on record for this holder in this stock. | ||||||