Valliance Asset Management as of March 31, 2026
Portfolio Holdings for Valliance Asset Management
Valliance Asset Management holds 8 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Lumentum Hldgs (LITE) | 27.5 | $34M | 48k | 702.76 | |
| Sandisk Corp (SNDK) | 24.1 | $29M | 46k | 635.34 | |
| Tower Semiconductor Shs New (TSEM) | 18.7 | $23M | 130k | 175.48 | |
| Nebius Group Shs Class A (NBIS) | 14.6 | $18M | 171k | 103.76 | |
| Axt (AXTI) | 5.3 | $6.4M | 113k | 56.98 | |
| Micron Technology (MU) | 3.5 | $4.3M | 13k | 337.84 | |
| Corning Incorporated (GLW) | 3.3 | $4.1M | 30k | 135.97 | |
| Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT) | 3.0 | $3.6M | 20k | 178.23 |
