Position in ON
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,747,849
+$1,195,817 QoQ
Shares Held
39,643
-3.8% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
1.74%
of 13F equity value
Holder Rank
#326
of 993 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ON Over Time
Shares Held
Position Value (USD)
Derivatives in ON
reported options exposure · as of Jun 30, 2026CallValue
$189,080
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, 2026Miller Capital Partners, Inc. holds $13,914,703 across 12 Semiconductors names. ON ranks #1 (26.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ON |
On Semiconductor Corp
This page
|
39,643 | $3,747,849 | |
| 2 | NVDA |
Nvidia Corp
|
17,279 | $3,457,355 | |
| 3 | MU |
Micron Technology Inc
|
1,715 | $1,979,607 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
3,355 | $1,602,247 | |
| 5 | AVGO |
Broadcom Inc.
|
3,455 | $1,305,126 | |
| 6 | ADI |
Analog Devices Inc
|
2,973 | $1,180,786 | |
| 7 | AMD |
Advanced Micro Devices Inc
|
633 | $367,716 | |
| 8 | INTC |
Intel Corp
|
1,000 | $139,630 |
All Filings in ON
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,747,849 | 39,643 | Shares | Sole | 2026-08-12 | |
| 2026-06-30 | $189,080 | 2,000 | Call | Sole | 2026-08-12 | |
| 2026-03-31 | $2,552,032 | 41,215 | Shares | Sole | 2026-05-14 | |
| 2026-03-31 | $123,840 | 2,000 | Call | Sole | 2026-05-14 | |
| 2025-12-31 | $108,300 | 2,000 | Call | Sole | 2026-02-17 | |
| 2025-12-31 | $1,936,024 | 35,753 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||