Position in SITM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$307,916
+$85,407 QoQ
Shares Held
413
-34.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#415
of 563 holders
Holding Since
Jun 2024
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SITM Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026FourThought Financial Partners, LLC holds $146,972,888 across 16 Semiconductors names. SITM ranks #14 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVGO |
Broadcom Inc.
|
150,618 | $56,895,949 | |
| 2 | NVDA |
Nvidia Corp
|
198,607 | $39,739,274 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
41,856 | $19,989,169 | |
| 4 | QCOM |
Qualcomm Inc/De
|
59,004 | $10,903,349 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
11,368 | $6,603,784 | |
| 6 | TXN |
Texas Instruments Inc
|
15,817 | $4,714,573 | |
| 7 | MPWR |
Monolithic Power Systems, Inc.
|
1,454 | $2,009,951 | |
| 8 | MU |
Micron Technology Inc
|
1,505 | $1,737,206 |
All Filings in SITM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $307,916 | 413 | Shares | Sole | 2026-08-12 | |
| 2025-12-31 | $222,509 | 630 | Shares | Sole | 2026-02-06 | |
| 2024-06-30 | $251,496 | 2,022 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||