Twelve Points Wealth Management LLC
Position in SWKS — Skyworks Solutions, Inc.
CIK 1877090
CONCORD, MA
Position in SWKS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,841,719
+$394,531 QoQ
Shares Held
27,164
+0.5% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
#216
of 711 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 23%
Shared 0%
None 77%
Common Shares in SWKS Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Twelve Points Wealth Management LLC holds $12,286,203 across 10 Semiconductors names. SWKS ranks #3 (15.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VSH |
Vishay Intertechnology Inc
|
62,861 | $3,380,664 | |
| 2 | TXN |
Texas Instruments Inc
|
8,353 | $2,489,778 | |
| 3 | SWKS |
Skyworks Solutions, Inc.
This page
|
27,164 | $1,841,719 | |
| 4 | QCOM |
Qualcomm Inc/De
|
8,869 | $1,638,902 | |
| 5 | MCHP |
Microchip Technology Inc
|
12,351 | $1,126,411 | |
| 6 | MU |
Micron Technology Inc
|
444 | $512,504 | |
| 7 | NVDA |
Nvidia Corp
|
2,056 | $411,385 | |
| 8 | AVGO |
Broadcom Inc.
|
930 | $351,307 |
All Filings in SWKS
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,841,719 | 27,164 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,447,188 | 27,025 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,431,227 | 22,571 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,795,143 | 36,310 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $2,841,820 | 38,135 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $2,441,979 | 37,784 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $2,533,853 | 28,573 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,654,693 | 16,753 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,630,993 | 15,303 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,492,866 | 13,782 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,523,291 | 13,550 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $1,263,529 | 12,816 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $1,310,569 | 11,840 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $1,170,715 | 9,923 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $745,078 | 8,176 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $903,094 | 10,591 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $923,250 | 9,966 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $364,387 | 2,734 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $291,818 | 1,881 | Shares | Sole | 2022-03-18 | |
| No filing history on record for this holder in this stock. | ||||||