Journey Advisory Group, LLC
Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd
CIK 1840085
COVINGTON, KY
Position in TSM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$3,266,101
+$875,105 QoQ
Shares Held
6,839
-3.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#1,517
of 3,554 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TSM Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Journey Advisory Group, LLC holds $54,945,833 across 13 Semiconductors names. TSM ranks #4 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVGO |
Broadcom Inc.
|
55,706 | $21,042,941 | |
| 2 | NVDA |
Nvidia Corp
|
90,065 | $18,021,105 | |
| 3 | INTC |
Intel Corp
|
24,696 | $3,448,302 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
This page
|
6,839 | $3,266,101 | |
| 5 | MU |
Micron Technology Inc
|
1,855 | $2,141,207 | |
| 6 | AMD |
Advanced Micro Devices Inc
|
3,348 | $1,944,886 | |
| 7 | MRVL |
Marvell Technology, Inc.
|
4,964 | $1,478,725 | |
| 8 | MCHP |
Microchip Technology Inc
|
15,489 | $1,412,596 |
All Filings in TSM
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,266,101 | 6,839 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $2,390,996 | 7,075 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,153,972 | 7,088 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,996,644 | 7,149 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $4,510,774 | 19,916 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,005,130 | 6,055 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,218,710 | 6,171 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,071,717 | 6,171 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,072,581 | 6,171 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $880,379 | 6,471 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $662,584 | 6,371 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $565,805 | 6,511 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $655,980 | 6,500 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $604,630 | 6,500 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $485,674 | 6,520 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $445,640 | 6,500 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $531,375 | 6,500 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $437,892 | 4,200 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||