Valeo Financial Advisors, LLC TSEM — TOWER SEMICONDUCTOR LTD SHS NEW

Ownership history in Valeo Financial Advisors, LLC  ·  3 quarters on record

AI Ownership Summary

Valeo Financial Advisors, LLC reported TOWER SEMICONDUCTOR LTD SHS NEW (TSEM) in 3 quarterly 13F filings from 2026 Q1 through 2026 Q2. Peak portfolio weight reached 0.01% in 2026 Q2. The latest visible filing shows TSEM at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this TSEM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Valeo Financial Advisors, LLC's position in TOWER SEMICONDUCTOR LTD SHS NEW, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

TSEM was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

TSEM stock page Valeo Financial Advisors, LLC fund profile Valeo Financial Advisors, LLC full holdings
How Valeo Financial Advisors, LLC held TSEM — position size vs. price
% of Fund (quarterly)    TSEM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 2 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 1,263 +31 +2.5% 0.01% $329K 2026-07-08 $216.70
2026 Q1 ADDED — — — 1,232 +1,094 +792.8% 0.01% $216K 2026-05-08 $211.02
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding TSEM

As of 2026 Q2 — sorted by position size

Silverleafe Capital Partners, LLC 3Y 7Y 0.2% Baron Wealth Management LLC 3Y 0.16% Assenagon Asset Management S.A. 3Y 7Y 0.04% 180 WEALTH ADVISORS, LLC 3Y 7Y 0.03% CoreCap Advisors, LLC 3Y 0.01% THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 0.01% Versant Capital Management, Inc 3Y 7Y 0.01% Dogwood Wealth Management LLC 0.01% ELEVATION WEALTH PARTNERS, LLC 0.0% FNY Investment Advisers, LLC 3Y 7Y 0.0%

FAQ About Valeo Financial Advisors, LLC and TSEM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Valeo Financial Advisors, LLC reported owning TSEM?

Valeo Financial Advisors, LLC reported TSEM across 2 quarterly 13F filings, from 2026 Q1 through 2026 Q2.

What was the largest reported TSEM position in Valeo Financial Advisors, LLC's portfolio?

The largest reported portfolio weight for TSEM was 0.01% in 2026 Q2.

What is the latest reported TSEM position on this page?

The most recent filing on this page is 2026 Q2, when Valeo Financial Advisors, LLC reported 1,263 shares, equal to 0.01% of portfolio, with an estimated market value of $329K.

What does the chart on this TSEM ownership page compare?

The chart compares Valeo Financial Advisors, LLC's quarterly TSEM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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