M & L Capital Management as of June 30, 2026
Portfolio Holdings for M & L Capital Management
M & L Capital Management holds 17 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 |
|---|---|---|---|---|---|
| Broadcom (AVGO) | 18.0 | $66M | 176k | 377.75 | |
| Micron Technology (MU) | 13.0 | $48M | 42k | 1154.29 | |
| Lumentum Hldgs (LITE) | 12.1 | $45M | 52k | 858.06 | |
| Vaneck Etf Trust Semiconductr Etf (SMH) | 10.5 | $39M | 59k | 655.89 | |
| Marvell Technology (MRVL) | 9.6 | $36M | 120k | 297.89 | |
| Ciena Corp Com New (CIEN) | 8.3 | $31M | 63k | 490.56 | |
| Astera Labs (ALAB) | 6.0 | $22M | 46k | 483.02 | |
| Coherent Corp (COHR) | 4.6 | $17M | 43k | 394.47 | |
| Arista Networks Com Shs (ANET) | 4.0 | $15M | 86k | 169.88 | |
| Alphabet Cap Stk Cl C (GOOG) | 3.5 | $13M | 37k | 353.33 | |
| Vertiv Holdings Com Cl A (VRT) | 3.4 | $12M | 37k | 334.82 | |
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 3.0 | $11M | 41k | 271.95 | |
| Space Exploration Techn Corp Class A Com Stk (SPCX) | 1.6 | $5.9M | 35k | 170.86 | |
| Amkor Technology (AMKR) | 1.0 | $3.5M | 41k | 86.23 | |
| Bloom Energy Corp Com Cl A (BE) | 0.7 | $2.5M | 8.1k | 302.70 | |
| Robinhood Mkts Com Cl A (HOOD) | 0.5 | $1.9M | 19k | 100.28 | |
| Advanced Micro Devices (AMD) | 0.3 | $988k | 1.7k | 580.91 |
