Occidental Asset Management, LLC
Position in ACLS — Axcelis Technologies Inc
CIK 1770994
Burlingame, CA
Position in ACLS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$203,090
-$22,665 QoQ
Shares Held
1,072
-61.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#309
of 439 holders
Holding Since
Dec 2025
2 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 Jun 30, 2026Occidental Asset Management, LLC holds $13,419,391 across 6 Semiconductor Equipment & Materials names. ACLS ranks #6 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
11,846 | $8,564,658 | |
| 2 | ASML |
Asml Holding NV
|
1,180 | $2,347,539 | |
| 3 | KLAC |
Kla Corp
|
3,705 | $1,117,835 | |
| 4 | Q |
Qnity Electronics, Inc.
|
5,510 | $899,838 | |
| 5 | LRCX |
Lam Research Corp
|
661 | $286,431 | |
| 6 | ACLS |
Axcelis Technologies Inc
This page
|
1,072 | $203,090 |
All Filings in ACLS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $203,090 | 1,072 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $225,755 | 2,810 | Shares | Sole | 2026-01-08 | |
| No filing history on record for this holder in this stock. | ||||||