Position in NVDA
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,595,417
+$685,205 QoQ
Shares Held
17,969
+7.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.83%
of 13F equity value
Holder Rank
#3,681
of 5,893 holders
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NVDA Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Poehling Capital Management, INC. holds $8,686,272 across 7 Semiconductors names. NVDA ranks #1 (41.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
This page
|
17,969 | $3,595,417 | |
| 2 | MU |
Micron Technology Inc
|
1,648 | $1,902,269 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
2,768 | $1,607,958 | |
| 4 | MRVL |
Marvell Technology, Inc.
|
1,661 | $494,795 | |
| 5 | AVGO |
Broadcom Inc.
|
1,186 | $448,011 | |
| 6 | INTC |
Intel Corp
|
2,735 | $381,888 | |
| 7 | QCOM |
Qualcomm Inc/De
|
1,385 | $255,934 |
All Filings in NVDA
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,595,417 | 17,969 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $2,910,212 | 16,687 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,651,470 | 14,217 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,918,484 | 15,642 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,613,154 | 16,540 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,608,142 | 14,838 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,046,176 | 15,237 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $1,940,246 | 15,977 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,966,386 | 15,917 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,442,081 | 1,596 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $783,438 | 1,582 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $686,414 | 1,578 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $667,525 | 1,578 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $438,321 | 1,578 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $231,339 | 1,583 | Shares | Sole | 2023-02-13 | |
| 2022-06-30 | $239,209 | 1,578 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $430,573 | 1,578 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $464,105 | 1,578 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $348,028 | 1,680 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $336,042 | 420 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $224,251 | 420 | Shares | Sole | 2021-05-11 | |
| No filing history on record for this holder in this stock. | ||||||