BALLAST ADVISORS LLC

Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd

CIK 1803415 WOODBURY, MN

Position in TSM

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$11,641,246

+$3,568,973 QoQ

Shares Held

24,376

+2.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

7.27%

of 13F equity value

Holder Rank

#960

of 3,564 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 90% Shared 0% None 10%

Technology · as of Jun 30, 2026

BALLAST ADVISORS LLC holds $22,207,304 across 7 Semiconductors names. TSM ranks #1 (52.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TSM	Taiwan Semiconductor Manufacturing Co Ltd This page	24,376	$11,641,246
2	NVDA	Nvidia Corp	32,790	$6,560,951
3	NXPI	NXP Semiconductors N.V.	9,111	$2,560,464
4	MU	Micron Technology Inc	673	$776,837
5	AMD	Advanced Micro Devices Inc	551	$320,081
6	QCOM	Qualcomm Inc/De	1,524	$281,619
7	AVGO	Broadcom Inc.	175	$66,106

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,641,246	24,376	+2.1%	Shares	Sole	2026-08-12
2026-03-31	$8,072,273	23,886	+2.6%	Shares	Sole	2026-05-13
2025-12-31	$7,076,382	23,286	+10.2%	Shares	Sole	2026-02-03
2025-09-30	$5,901,118	21,129	-3.2%	Shares	Sole	2025-11-12
2025-06-30	$4,942,011	21,820	+26.5%	Shares	Sole	2025-07-31
2025-03-31	$2,863,334	17,249	+13.7%	Shares	Sole	2025-05-07
2024-12-31	$2,997,108	15,176	+4.1%	Shares	Sole	2025-02-11
2024-09-30	$2,532,108	14,580	-3.7%	Shares	Sole	2024-10-30
2024-06-30	$2,630,961	15,137	+6.2%	Shares	Sole	2024-07-26
2024-03-31	$1,940,073	14,260	+2.4%	Shares	Sole	2024-05-01
2023-12-31	$1,447,576	13,919	+38.6%	Shares	Sole	2024-01-30
2023-09-30	$872,997	10,046	+166.5%	Shares	Sole	2023-10-19
2023-06-30	$380,468	3,770	+62.7%	Shares	Sole	2023-08-04
2023-03-31	$215,527	2,317	—	Shares	Sole	2023-05-09
No filing history on record for this holder in this stock.