Position in ACMR
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,030,346
+$710,824 QoQ
Shares Held
8,120
0.0% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#187
of 374 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ACMR Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026LEUTHOLD GROUP, LLC holds $13,585,691 across 6 Semiconductor Equipment & Materials names. ACMR ranks #3 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
19,702 | $8,537,467 | |
| 2 | AMAT |
Applied Materials Inc /De
|
2,367 | $1,711,341 | |
| 3 | ACMR |
ACM Research, Inc.
This page
|
8,120 | $1,030,346 | |
| 4 | ASML |
Asml Holding NV
|
517 | $1,028,540 | |
| 5 | AMKR |
Amkor Technology, Inc.
|
10,782 | $929,731 | |
| 6 | PLAB |
Photronics Inc
|
10,706 | $348,266 |
All Filings in ACMR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,030,346 | 8,120 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $319,522 | 8,120 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $329,880 | 8,362 | Shares | Sole | 2026-02-05 | |
| No filing history on record for this holder in this stock. | ||||||