True North Advisors, LLC

Position in ASML — Asml Holding NV

CIK 1634556 Dallas, TX

Position in ASML

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$2,490,778

+$864,837 QoQ

Shares Held

1,252

+1.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.39%

of 13F equity value

Holder Rank

#1,005

of 2,476 holders

Holding Since

Jun 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

True North Advisors, LLC holds $20,421,011 across 5 Semiconductor Equipment & Materials names. ASML ranks #5 (12.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp	14,675	$6,359,117
2	AMAT	Applied Materials Inc /De	6,947	$5,022,681
3	Q	Qnity Electronics, Inc.	20,576	$3,360,266
4	KLAC	Kla Corp	10,567	$3,188,169
5	ASML	Asml Holding NV This page	1,252	$2,490,778

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,490,778	1,252	+1.7%	Shares	Sole	2026-07-22
2026-03-31	$1,625,941	1,231	+0.2%	Shares	Sole	2026-05-07
2025-12-31	$1,314,857	1,229	-1.4%	Shares	Sole	2026-01-22
2025-09-30	$1,206,240	1,246	-0.6%	Shares	Sole	2025-10-14
2025-06-30	$1,004,141	1,253	+12.3%	Shares	Sole	2025-07-16
2025-03-31	$739,495	1,116	+15.2%	Shares	Sole	2025-05-12
2024-12-31	$671,594	969	+219.8%	Shares	Sole	2025-01-17
2024-09-30	$252,474	303	+1.0%	Shares	Sole	2024-10-08
2024-06-30	$306,819	300	-9.4%	Shares	Sole	2024-08-12
2024-03-31	$321,225	331	-5.7%	Shares	Sole	2024-04-12
2023-12-31	$265,678	351	+13.2%	Shares	Sole	2024-01-22
2023-06-30	$224,672	310	—	Shares	Sole	2023-08-10
No filing history on record for this holder in this stock.