Position in NVDA
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$18,524,332
+$2,940,820 QoQ
Shares Held
92,580
+3.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
5.03%
of 13F equity value
Holder Rank
#1,888
of 5,888 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in NVDA Over Time
Shares Held
Position Value (USD)
Derivatives in NVDA
reported options exposure · as of Jun 30, 2024CallValue
$247,080
CallShares
2,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Semiconductors
Technology · as of Jun 30, 2026BEACON FINANCIAL GROUP holds $53,170,556 across 11 Semiconductors names. NVDA ranks #1 (34.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
This page
|
92,580 | $18,524,332 | |
| 2 | AVGO |
Broadcom Inc.
|
21,699 | $8,196,797 | |
| 3 | TXN |
Texas Instruments Inc
|
27,111 | $8,080,975 | |
| 4 | QCOM |
Qualcomm Inc/De
|
22,623 | $4,180,504 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
7,684 | $3,669,647 | |
| 6 | ADI |
Analog Devices Inc
|
7,530 | $2,990,690 | |
| 7 | MU |
Micron Technology Inc
|
2,522 | $2,911,119 | |
| 8 | AMD |
Advanced Micro Devices Inc
|
4,293 | $2,493,846 |
All Filings in NVDA
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,524,332 | 92,580 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $15,583,512 | 89,355 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $16,798,987 | 90,075 | Shares | Sole | 2026-04-01 | |
| 2025-09-30 | $16,759,921 | 89,827 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $14,393,836 | 91,106 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $9,399,797 | 86,730 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $11,651,671 | 86,765 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $10,601,347 | 87,297 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $10,516,095 | 85,123 | Shares | Sole | 2024-08-06 | |
| 2024-06-30 | $247,080 | 2,000 | Call | Sole | 2024-08-06 | |
| 2024-03-31 | $7,310,703 | 8,091 | Shares | Sole | 2024-05-07 | |
| 2024-03-31 | $180,712 | 200 | Call | Sole | 2024-05-07 | |
| 2023-12-31 | $4,355,459 | 8,795 | Shares | Sole | 2024-02-23 | |
| 2023-09-30 | $4,722 | 9,568 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $5,404,080 | 12,775 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $3,596,288 | 12,947 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $2,028,569 | 13,881 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $1,620,435 | 13,349 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $2,071,325 | 13,664 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $3,750,187 | 13,744 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $3,981,661 | 13,538 | Shares | Sole | 2022-01-07 | |
| 2021-09-30 | $2,820,897 | 13,617 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $10,301,287 | 12,875 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $1,668,003 | 3,124 | Shares | Sole | 2021-08-16 | |
| 2020-12-31 | $1,631,352 | 3,124 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $1,612,835 | 2,980 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $1,094,146 | 2,880 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $886,223 | 3,362 | Shares | Sole | 2020-06-29 | |
| No filing history on record for this holder in this stock. | ||||||