Position in MU
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$6,989,225
+$4,665,900 QoQ
Shares Held
6,055
-12.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.00%
of 13F equity value
Holder Rank
#1,293
of 3,878 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 33%
Shared 0%
None 67%
Common Shares in MU Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026TOTH FINANCIAL ADVISORY CORP holds $42,864,794 across 26 Semiconductors names. MU ranks #3 (16.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVGO |
Broadcom Inc.
|
34,043 | $12,859,743 | |
| 2 | INTC |
Intel Corp
|
71,194 | $9,940,818 | |
| 3 | MU |
Micron Technology Inc
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|
6,055 | $6,989,225 | |
| 4 | NVDA |
Nvidia Corp
|
34,827 | $6,968,534 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
3,214 | $1,534,909 | |
| 6 | CRDO |
Credo Technology Group Holding Ltd
|
4,280 | $1,163,946 | |
| 7 | SITM |
SITIME Corp
|
1,400 | $1,043,784 | |
| 8 | AMD |
Advanced Micro Devices Inc
|
1,410 | $819,083 |
All Filings in MU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,989,225 | 6,055 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $2,323,325 | 6,877 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $3,109,541 | 10,895 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,787,814 | 10,685 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $91,205 | 740 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $64,298 | 740 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $62,278 | 740 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $76,745 | 740 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $98,910 | 752 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $87,238 | 740 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $63,151 | 740 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $50,342 | 740 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $46,701 | 740 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $47,789 | 792 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $36,985 | 740 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $37,074 | 740 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $109,454 | 1,980 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $165,905 | 2,130 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $1,009,746 | 10,840 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $60,687 | 855 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $191,629 | 2,255 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $750,667 | 8,510 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $113,521 | 1,510 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $36,628 | 780 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $621,588 | 12,065 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $430,484 | 10,235 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||