Position in AEHR
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$412,001
-$39,670 QoQ
Shares Held
4,289
-64.8% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#159
of 261 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AEHR Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Belpointe Asset Management LLC holds $22,333,397 across 9 Semiconductor Equipment & Materials names. AEHR ranks #8 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KLAC |
Kla Corp
|
18,443 | $5,564,437 | |
| 2 | AMAT |
Applied Materials Inc /De
|
7,031 | $5,083,413 | |
| 3 | LRCX |
Lam Research Corp
|
9,570 | $4,146,968 | |
| 4 | ASML |
Asml Holding NV
|
1,836 | $3,652,611 | |
| 5 | TER |
Teradyne, Inc
|
2,598 | $1,257,016 | |
| 6 | ENTG |
Entegris Inc
|
6,907 | $1,242,293 | |
| 7 | Q |
Qnity Electronics, Inc.
|
4,061 | $663,201 | |
| 8 | AEHR |
Aehr Test Systems
This page
|
4,289 | $412,001 |
All Filings in AEHR
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $412,001 | 4,289 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $451,671 | 12,181 | Shares | Sole | 2026-04-28 | |
| No filing history on record for this holder in this stock. | ||||||