Position in PI
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$461,200
+$99,183 QoQ
Shares Held
3,220
-8.7% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#187
of 315 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 18%
Shared 0%
None 82%
Common Shares in PI Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026SFE Investment Counsel holds $96,269,832 across 9 Semiconductors names. PI ranks #7 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
138,995 | $27,811,509 | |
| 2 | AVGO |
Broadcom Inc.
|
56,951 | $21,513,240 | |
| 3 | QCOM |
Qualcomm Inc/De
|
92,200 | $17,037,638 | |
| 4 | MRVL |
Marvell Technology, Inc.
|
48,888 | $14,563,246 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
23,759 | $13,801,840 | |
| 6 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
1,103 | $526,759 | |
| 7 | PI |
Impinj Inc
This page
|
3,220 | $461,200 | |
| 8 | QUIK |
QUICKLOGIC Corp
|
14,000 | $279,580 |
All Filings in PI
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $461,200 | 3,220 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $362,017 | 3,525 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $586,413 | 3,370 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $647,988 | 3,585 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $533,136 | 4,800 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $408,150 | 4,500 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $614,014 | 4,227 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,545,952 | 7,140 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,216,535 | 7,760 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,186,765 | 9,242 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $844,211 | 9,377 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $396,601 | 7,207 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $650,859 | 7,260 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $991,735 | 7,318 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $879,226 | 8,053 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $758,684 | 9,480 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $722,814 | 12,320 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $779,000 | 12,260 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $1,174,831 | 13,245 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $756,401 | 13,240 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $677,892 | 13,140 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $749,774 | 13,184 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $657,149 | 15,695 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $397,700 | 15,093 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $298,681 | 10,873 | Shares | Sole | 2020-08-05 | |
| No filing history on record for this holder in this stock. | ||||||