Position in NVDA
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$130,013,479
+$52,166,028 QoQ
Shares Held
649,775
+45.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.48%
of 13F equity value
Holder Rank
#732
of 5,893 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 68%
Shared 0%
None 32%
Common Shares in NVDA Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026JOHNSON INVESTMENT COUNSEL INC holds $656,565,567 across 14 Semiconductors names. NVDA ranks #4 (19.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
347,119 | $165,773,620 | |
| 2 | ADI |
Analog Devices Inc
|
402,733 | $159,953,465 | |
| 3 | AVGO |
Broadcom Inc.
|
402,688 | $152,115,392 | |
| 4 | NVDA |
Nvidia Corp
This page
|
649,775 | $130,013,479 | |
| 5 | INTC |
Intel Corp
|
110,096 | $15,372,704 | |
| 6 | MU |
Micron Technology Inc
|
10,459 | $12,072,719 | |
| 7 | TXN |
Texas Instruments Inc
|
20,220 | $6,026,975 | |
| 8 | AMD |
Advanced Micro Devices Inc
|
9,110 | $5,292,090 |
All Filings in NVDA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $130,013,479 | 649,775 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $77,847,451 | 446,373 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $80,243,117 | 430,258 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $74,862,426 | 401,235 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $61,292,694 | 387,953 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $38,536,351 | 355,567 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $43,754,502 | 325,821 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $40,877,918 | 336,610 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $40,467,256 | 327,564 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $25,448,767 | 28,165 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $21,454,416 | 43,323 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $19,415,343 | 44,634 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $18,345,954 | 43,369 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $13,366,014 | 48,119 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $5,356,907 | 36,656 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $4,400,630 | 36,252 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $9,044,314 | 59,663 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $17,648,311 | 64,679 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $14,107,868 | 47,968 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $9,395,948 | 45,356 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $8,720,289 | 10,899 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $5,411,400 | 10,135 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $4,560,894 | 8,734 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $4,598,205 | 8,496 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $2,643,047 | 6,957 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,740,287 | 6,602 | Shares | Sole | 2020-05-20 | |
| No filing history on record for this holder in this stock. | ||||||