TWIN CAPITAL MANAGEMENT INC

Position in QCOM — Qualcomm Inc/De

CIK 1059187 MCMURRAY, PA

Position in QCOM

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$2,618,289

+$1,156,121 QoQ

Shares Held

14,169

+24.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#1,069

of 3,013 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 95% Shared 0% None 5%

Technology · as of Jun 30, 2026

TWIN CAPITAL MANAGEMENT INC holds $136,235,215 across 10 Semiconductors names. QCOM ranks #6 (1.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp	288,742	$57,774,386
2	AVGO	Broadcom Inc.	75,634	$28,570,743
3	MU	Micron Technology Inc	16,667	$19,238,551
4	AMD	Advanced Micro Devices Inc	25,415	$14,763,827
5	INTC	Intel Corp	53,776	$7,508,742
6	QCOM	Qualcomm Inc/De This page	14,169	$2,618,289
7	MRVL	Marvell Technology, Inc.	6,463	$1,925,263
8	TXN	Texas Instruments Inc	6,174	$1,840,284

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,618,289	14,169	+24.8%	Shares	Sole	2026-08-06
2026-03-31	$1,462,168	11,354	-52.9%	Shares	Sole	2026-05-05
2025-12-31	$4,122,133	24,099	-26.2%	Shares	Sole	2026-02-06
2025-09-30	$5,430,822	32,645	-27.2%	Shares	Sole	2025-11-05
2025-06-30	$7,138,988	44,826	+9.4%	Shares	Sole	2025-08-06
2025-03-31	$6,292,326	40,963	+86.8%	Shares	Sole	2025-05-05
2024-12-31	$3,368,732	21,929	-0.5%	Shares	Sole	2025-02-13
2024-09-30	$3,749,602	22,050	-9.7%	Shares	Sole	2024-11-12
2024-06-30	$4,861,784	24,409	+10.4%	Shares	Sole	2024-08-14
2024-03-31	$3,743,561	22,112	+2.6%	Shares	Sole	2024-05-13
2023-12-31	$3,117,933	21,558	+133.4%	Shares	Sole	2024-01-31
2023-09-30	$1,025,750	9,236	-6.8%	Shares	Sole	2023-11-13
2023-06-30	$1,179,567	9,909	-73.6%	Shares	Sole	2023-08-07
2023-03-31	$4,793,818	37,575	-11.4%	Shares	Sole	2023-05-08
2022-12-31	$4,661,456	42,400	-0.5%	Shares	Sole	2023-01-31
2022-09-30	$4,812,722	42,598	+0.8%	Shares	Sole	2022-10-21
2022-06-30	$5,399,953	42,273	-1.3%	Shares	Sole	2022-08-02
2022-03-31	$6,545,433	42,831	-4.6%	Shares	Sole	2022-05-06
2021-12-31	$8,211,960	44,906	-3.0%	Shares	Sole	2022-02-07
2021-09-30	$5,970,097	46,287	-5.8%	Shares	Sole	2021-10-29
2021-06-30	$7,020,006	49,115	-1.6%	Shares	Sole	2021-08-09
2021-03-31	$6,617,036	49,906	-15.9%	Shares	Sole	2021-05-06
2020-12-31	$9,045,339	59,376	+208.1%	Shares	Sole	2021-02-11
2020-09-30	$2,268,164	19,274	-57.1%	Shares	Sole	2020-11-05
2020-06-30	$4,096,514	44,913	-33.6%	Shares	Sole	2020-08-04
2020-03-31	$4,578,957	67,686	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.