JGP Wealth Management, LLC

Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd

CIK 1748278 BEND, OR

Position in TSM

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$1,947,052

+$737,867 QoQ

Shares Held

4,077

+13.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#1,802

of 3,564 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 82% Shared 0% None 18%

Technology · as of Jun 30, 2026

JGP Wealth Management, LLC holds $55,639,108 across 10 Semiconductors names. TSM ranks #6 (3.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADI	Analog Devices Inc	75,458	$29,969,653
2	NVDA	Nvidia Corp	55,896	$11,184,230
3	INTC	Intel Corp	27,167	$3,793,328
4	TXN	Texas Instruments Inc	10,537	$3,140,763
5	MU	Micron Technology Inc	1,974	$2,278,568
6	TSM	Taiwan Semiconductor Manufacturing Co Ltd This page	4,077	$1,947,052
7	AVGO	Broadcom Inc.	3,849	$1,453,959
8	AMD	Advanced Micro Devices Inc	1,267	$736,012

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,947,052	4,077	+13.9%	Shares	Sole	2026-07-07
2026-03-31	$1,209,185	3,578	-3.3%	Shares	Sole	2026-04-08
2025-12-31	$1,124,393	3,700	+14.9%	Shares	Sole	2026-01-12
2025-09-30	$899,593	3,221	+8.8%	Shares	Sole	2025-10-15
2025-06-30	$670,636	2,961	+3.0%	Shares	Sole	2025-07-28
2025-03-31	$477,250	2,875	-6.7%	Shares	Sole	2025-04-09
2024-12-31	$608,861	3,083	+29.0%	Shares	Sole	2025-01-15
2024-09-30	$414,897	2,389	+19.9%	Shares	Sole	2024-10-09
2024-06-30	$346,229	1,992	+5.8%	Shares	Sole	2024-07-12
2024-03-31	$256,182	1,883	—	Shares	Sole	2024-04-24
No filing history on record for this holder in this stock.