Grand Alliance Asset Management as of June 30, 2026
Portfolio Holdings for Grand Alliance Asset Management
Grand Alliance Asset Management holds 15 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Lumentum Hldgs (LITE) | 16.1 | $27M | 31k | 858.06 | |
| Sandisk Corp (SNDK) | 12.6 | $21M | 9.3k | 2273.73 | |
| Micron Technology (MU) | 11.8 | $20M | 17k | 1154.29 | |
| Nokia Corp Sponsored Adr (NOK) | 11.4 | $19M | 1.4M | 13.28 | |
| Corning Incorporated (GLW) | 7.9 | $13M | 52k | 255.43 | |
| FormFactor (FORM) | 7.2 | $12M | 75k | 159.93 | |
| Western Digital (WDC) | 6.1 | $10M | 16k | 638.72 | |
| Coherent Corp (COHR) | 5.2 | $8.7M | 22k | 394.47 | |
| Teradyne (TER) | 4.4 | $7.3M | 15k | 483.84 | |
| Lam Research Corp Com New (LRCX) | 3.9 | $6.5M | 15k | 433.33 | |
| Viavi Solutions Inc equities (VIAV) | 3.7 | $6.2M | 129k | 47.75 | |
| Vishay Intertechnology (VSH) | 3.3 | $5.6M | 103k | 53.78 | |
| TTM Technologies (TTMI) | 3.3 | $5.5M | 29k | 187.02 | |
| Bloom Energy Corp Com Cl A (BE) | 1.8 | $3.0M | 10k | 302.70 | |
| NVIDIA Corporation (NVDA) | 1.2 | $2.0M | 10k | 200.09 |
