Position in ACLS
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$7,233,432
+$1,328,442 QoQ
Shares Held
77,712
+5.7% QoQ
Ownership
0.253%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ACLS Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026Creative Planning holds $604,134,091 across 24 Semiconductor Equipment & Materials names. ACLS ranks #8 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
634,638 | $216,912,921 | |
| 2 | LRCX |
Lam Research Corp
|
714,502 | $152,660,496 | |
| 3 | KLAC |
Kla Corp
|
56,276 | $82,861,344 | |
| 4 | ASML |
Asml Holding NV
|
51,856 | $68,492,959 | |
| 5 | TER |
Teradyne, Inc
|
59,298 | $17,579,485 | |
| 6 | ONTO |
Onto Innovation Inc.
|
39,555 | $8,111,543 | |
| 7 | Q |
Qnity Electronics, Inc.
|
65,819 | $7,594,196 | |
| 8 | ACLS |
Axcelis Technologies Inc
This page
|
77,712 | $7,233,432 |
All Filings in ACLS
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,233,432 | 77,712 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $5,904,990 | 73,500 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $7,091,982 | 72,634 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,684,003 | 67,212 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,356,593 | 47,445 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,480,384 | 35,500 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $3,741,152 | 35,681 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $4,388,123 | 30,861 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $317,385 | 2,846 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $232,662 | 1,794 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $397,678 | 2,439 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $390,859 | 2,132 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $223,860 | 1,680 | Shares | Sole | 2023-05-15 | |
| 2020-06-30 | $890,002 | 31,957 | Shares | Sole | 2020-07-23 | |
| No filing history on record for this holder in this stock. | ||||||