Position in MU
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,035,398
New position
Shares Held
897
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
1.75%
of 13F equity value
Holder Rank
#2,556
of 3,878 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Semiconductors
Technology · as of Jun 30, 2026J. M. Brown & Associates Inc. holds $12,140,993 across 11 Semiconductors names. MU ranks #4 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
22,757 | $4,553,448 | |
| 2 | AMD |
Advanced Micro Devices Inc
|
2,184 | $1,268,707 | |
| 3 | AVGO |
Broadcom Inc.
|
2,940 | $1,110,585 | |
| 4 | MU |
Micron Technology Inc
This page
|
897 | $1,035,398 | |
| 5 | ALAB |
Astera Labs, Inc.
|
1,909 | $922,085 | |
| 6 | INTC |
Intel Corp
|
5,704 | $796,449 | |
| 7 | MRVL |
Marvell Technology, Inc.
|
2,360 | $703,020 | |
| 8 | ON |
On Semiconductor Corp
|
6,675 | $631,054 |
All Filings in MU
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,035,398 | 897 | Shares | Sole | 2026-07-23 | |
| No filing history on record for this holder in this stock. | ||||||