TLWM

Position in NXPI — NXP Semiconductors N.V.

CIK 1732537 SAN ANTONIO, TX

Position in NXPI

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$1,233,440

+$356,429 QoQ

Shares Held

4,389

-1.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.63%

of 13F equity value

Holder Rank

#564

of 1,253 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

TLWM holds $9,067,747 across 5 Semiconductors names. NXPI ranks #3 (13.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp	24,182	$4,838,576
2	MRVL	Marvell Technology, Inc.	8,254	$2,458,784
3	NXPI	NXP Semiconductors N.V. This page	4,389	$1,233,440
4	AVGO	Broadcom Inc.	801	$302,577
5	ARM	Arm Holdings PLC /Uk	661	$234,370

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,233,440	4,389	-1.5%	Shares	Sole	2026-07-07
2026-03-31	$877,011	4,455	+3.1%	Shares	Sole	2026-04-08
2025-12-31	$937,482	4,319	-2.2%	Shares	Sole	2026-01-12
2025-09-30	$1,005,655	4,416	+7.0%	Shares	Sole	2025-10-10
2025-06-30	$902,145	4,129	+0.7%	Shares	Sole	2025-07-28
2025-03-31	$779,055	4,099	+0.5%	Shares	Sole	2025-05-13
2024-12-31	$847,820	4,079	+3.9%	Shares	Sole	2025-01-14
2024-09-30	$942,279	3,926	-1.7%	Shares	Sole	2024-10-07
2024-06-30	$1,074,476	3,993	+1.6%	Shares	Sole	2024-07-12
2024-03-31	$973,488	3,929	-2.5%	Shares	Sole	2024-04-16
2023-12-31	$925,840	4,031	+0.5%	Shares	Sole	2024-01-09
2023-09-30	$801,879	4,011	—	Shares	Sole	2023-10-11
No filing history on record for this holder in this stock.