Position in AMKR
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$929,731
+$444,218 QoQ
Shares Held
10,782
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#301
of 642 holders
Holding Since
Dec 2020
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMKR 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. AMKR ranks #5 (6.8% 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.
|
8,120 | $1,030,346 | |
| 4 | ASML |
Asml Holding NV
|
517 | $1,028,540 | |
| 5 | AMKR |
Amkor Technology, Inc.
This page
|
10,782 | $929,731 | |
| 6 | PLAB |
Photronics Inc
|
10,706 | $348,266 |
All Filings in AMKR
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $929,731 | 10,782 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $485,513 | 10,782 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $438,385 | 11,104 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $311,860 | 10,981 | Shares | Sole | 2025-11-06 | |
| 2024-09-30 | $265,057 | 8,662 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $473,596 | 11,834 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $387,041 | 12,005 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $416,473 | 12,518 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $285,076 | 12,614 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $381,067 | 12,809 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $333,290 | 12,809 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $326,008 | 13,595 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $237,506 | 13,930 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $236,113 | 13,930 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $302,559 | 13,930 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $345,324 | 13,930 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $351,495 | 14,088 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $333,462 | 14,088 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $343,036 | 14,468 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $223,621 | 14,829 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||