Galvin, Gaustad & Stein, LLC
Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd
CIK 1840945
Scottsdale, AZ
Position in TSM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$19,747,519
+$2,904,429 QoQ
Shares Held
41,350
-17.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.64%
of 13F equity value
Holder Rank
#767
of 3,577 holders
Holding Since
Dec 2020
23 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, 2026Galvin, Gaustad & Stein, LLC holds $70,339,751 across 9 Semiconductors names. TSM ranks #2 (28.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
159,997 | $32,013,799 | |
| 2 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
This page
|
41,350 | $19,747,519 | |
| 3 | QCOM |
Qualcomm Inc/De
|
77,022 | $14,232,895 | |
| 4 | AVGO |
Broadcom Inc.
|
4,039 | $1,525,732 | |
| 5 | MU |
Micron Technology Inc
|
778 | $898,037 | |
| 6 | HIMX |
Himax Technologies, Inc.
|
43,188 | $662,503 | |
| 7 | INTC |
Intel Corp
|
3,839 | $536,039 | |
| 8 | AMD |
Advanced Micro Devices Inc
|
756 | $439,167 |
All Filings in TSM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,747,519 | 41,350 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $16,843,090 | 49,839 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $19,916,646 | 65,539 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $19,882,096 | 71,188 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $18,194,847 | 80,334 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $14,785,122 | 89,067 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $20,060,046 | 101,575 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $17,973,281 | 103,491 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $16,983,322 | 97,712 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $2,328,087 | 17,112 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,755,416 | 16,879 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $1,459,137 | 16,791 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $1,786,082 | 17,698 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $1,599,478 | 17,195 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $1,376,798 | 18,483 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,292,218 | 18,848 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $1,549,734 | 18,957 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $2,010,862 | 19,287 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $3,119,277 | 25,927 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $2,927,574 | 26,221 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $3,239,994 | 26,964 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $3,406,700 | 28,802 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $3,827,413 | 35,101 | Shares | Sole | 2021-02-04 | |
| No filing history on record for this holder in this stock. | ||||||