MARINO, STRAM & ASSOCIATES LLC
Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd
CIK 1099762
BRAINTREE, MA
Position in TSM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,760,832
+$788,894 QoQ
Shares Held
5,781
-0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.62%
of 13F equity value
Holder Rank
#1,601
of 3,554 holders
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TSM Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026MARINO, STRAM & ASSOCIATES LLC holds $10,988,663 across 8 Semiconductors names. TSM ranks #2 (25.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVGO |
Broadcom Inc.
|
8,226 | $3,107,371 | |
| 2 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
This page
|
5,781 | $2,760,832 | |
| 3 | NVDA |
Nvidia Corp
|
10,929 | $2,186,783 | |
| 4 | MRVL |
Marvell Technology, Inc.
|
4,599 | $1,369,996 | |
| 5 | ADI |
Analog Devices Inc
|
1,375 | $546,108 | |
| 6 | QCOM |
Qualcomm Inc/De
|
2,286 | $422,429 | |
| 7 | MU |
Micron Technology Inc
|
301 | $347,441 | |
| 8 | INTC |
Intel Corp
|
1,774 | $247,703 |
All Filings in TSM
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,760,832 | 5,781 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $1,971,938 | 5,835 | Shares | Defined | 2026-04-29 | |
| 2025-12-31 | $1,746,455 | 5,747 | Shares | Defined | 2026-01-16 | |
| 2025-09-30 | $1,615,692 | 5,785 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $1,317,492 | 5,817 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $954,002 | 5,747 | Shares | Defined | 2025-04-21 | |
| 2024-12-31 | $1,135,962 | 5,752 | Shares | Defined | 2025-01-17 | |
| 2024-09-30 | $1,004,507 | 5,784 | Shares | Defined | 2024-10-21 | |
| 2024-06-30 | $1,006,186 | 5,789 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $788,409 | 5,795 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $608,192 | 5,848 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $464,654 | 5,347 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $514,086 | 5,094 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $437,380 | 4,702 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $328,128 | 4,405 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $301,869 | 4,403 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $429,269 | 5,251 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $385,136 | 3,694 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $299,331 | 2,488 | Shares | Sole | 2022-01-20 | |
| 2021-06-30 | $1,515,818 | 12,615 | Shares | Sole | 2021-07-22 | |
| No filing history on record for this holder in this stock. | ||||||