SEC 13F Intelligence

Ballast Advisors LLC / TSM

Ballast Advisors LLC’s Taiwan Semiconductor Manufac Position

Does Ballast Advisors LLC own Taiwan Semiconductor Manufac (TSM)? Yes23.9K shares worth $8M (+2.35% of its 13F portfolio) as of Q2 2026.

Position Value
$8M
Q2 2026
Shares
23.9K
% of Portfolio
+2.35%
Quarters Held
14
currently held

Position History TSM

Reported value by quarter
Q1 ’23: $215,527Q1 ’23Q2 ’23: $380,468Q3 ’23: $872,997Q3 ’23Q4 ’23: $1MQ1 ’24: $2MQ1 ’24Q2 ’24: $3MQ3 ’24: $3MQ3 ’24Q4 ’24: $3MQ1 ’25: $3MQ1 ’25Q2 ’25: $5MQ3 ’25: $6MQ3 ’25Q4 ’25: $7MQ1 ’26: $8,072Q1 ’26Q2 ’26: $8Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 202623.9K$8M+2.35%
Q1 202623.9K$8,072+2.35%
Q4 202523.3K$7M+1.95%
Q3 202521.1K$6M+1.63%
Q2 202521.8K$5M+1.46%
Q1 202517.2K$3M+0.91%
Q4 202415.2K$3M+0.92%
Q3 202414.6K$3M+0.78%
Q2 202415.1K$3M+0.83%
Q1 202414.3K$2M+0.65%
Q4 202313.9K$1M+0.54%
Q3 202310.0K$872,997+0.35%
Q2 20233.8K$380,468+0.14%
Q1 20232.3K$215,527+0.09%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Ballast Advisors LLC’s full portfolio or all institutional holders of TSM.