Van Hulzen Asset Management, LLC
Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd
CIK 1600145
EL DORADO HILLS, CA
Position in TSM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,002,036
+$3,457,599 QoQ
Shares Held
8,380
+420.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#1,408
of 3,554 holders
Holding Since
Dec 2020
8 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, 2026Van Hulzen Asset Management, LLC holds $84,079,612 across 10 Semiconductors names. TSM ranks #4 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVGO |
Broadcom Inc.
|
103,516 | $39,103,169 | |
| 2 | NVDA |
Nvidia Corp
|
119,405 | $23,891,746 | |
| 3 | QCOM |
Qualcomm Inc/De
|
35,540 | $6,567,436 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
This page
|
8,380 | $4,002,036 | |
| 5 | AMD |
Advanced Micro Devices Inc
|
6,654 | $3,865,375 | |
| 6 | MRVL |
Marvell Technology, Inc.
|
11,013 | $3,280,662 | |
| 7 | INTC |
Intel Corp
|
13,621 | $1,901,900 | |
| 8 | ADI |
Analog Devices Inc
|
1,624 | $645,004 |
All Filings in TSM
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,002,036 | 8,380 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $544,437 | 1,611 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $213,634 | 703 | Shares | Sole | 2026-02-06 | |
| 2024-12-31 | $117,506 | 595 | Shares | Sole | 2025-02-10 | |
| 2021-09-30 | $590,740 | 5,291 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $659,798 | 5,491 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $625,819 | 5,291 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $638,865 | 5,859 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||