Position in STM
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$298,511
+$45,740 QoQ
Shares Held
3,986
-60.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#399
of 602 holders
Holding Since
Mar 2020
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in STM Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Valeo Financial Advisors, LLC holds $180,336,215 across 20 Semiconductors names. STM ranks #18 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
486,162 | $97,276,154 | |
| 2 | AVGO |
Broadcom Inc.
|
56,614 | $21,385,938 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
31,727 | $15,151,863 | |
| 4 | MU |
Micron Technology Inc
|
10,232 | $11,810,695 | |
| 5 | INTC |
Intel Corp
|
81,172 | $11,334,046 | |
| 6 | AMD |
Advanced Micro Devices Inc
|
12,242 | $7,111,500 | |
| 7 | MRVL |
Marvell Technology, Inc.
|
13,313 | $3,965,809 | |
| 8 | QCOM |
Qualcomm Inc/De
|
16,706 | $3,087,101 |
All Filings in STM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $298,511 | 3,986 | Shares | Sole | 2026-07-08 | |
| 2024-12-31 | $252,771 | 10,123 | Shares | Sole | 2025-01-30 | |
| 2021-03-31 | $11,345 | 296 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $10,987 | 296 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $9,084 | 296 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $11,813 | 431 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $4,316 | 202 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||