Valeo Financial Advisors, LLC

Position in ASML — Asml Holding NV

CIK 1722641 CARMEL, IN

Position in ASML

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$5,106,892

+$1,936,900 QoQ

Shares Held

2,567

+7.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#741

of 2,476 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Valeo Financial Advisors, LLC holds $17,041,554 across 5 Semiconductor Equipment & Materials names. ASML ranks #2 (30.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De	7,064	$5,107,272
2	ASML	Asml Holding NV This page	2,567	$5,106,892
3	LRCX	Lam Research Corp	10,357	$4,487,998
4	KLAC	Kla Corp	6,157	$1,857,628
5	Q	Qnity Electronics, Inc.	2,950	$481,764

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,106,892	2,567	+7.0%	Shares	Sole	2026-07-08
2026-03-31	$3,169,992	2,400	-13.5%	Shares	Sole	2026-05-08
2025-12-31	$2,968,861	2,775	+15.0%	Shares	Sole	2026-02-04
2025-09-30	$2,336,969	2,414	-7.8%	Shares	Sole	2025-11-03
2025-06-30	$2,098,039	2,618	-5.2%	Shares	Sole	2025-09-12
2025-03-31	$1,830,184	2,762	+49.1%	Shares	Sole	2025-04-30
2024-12-31	$1,283,584	1,852	-9.5%	Shares	Sole	2025-01-30
2024-09-30	$1,704,829	2,046	+14.5%	Shares	Sole	2024-10-10
2024-06-30	$1,827,618	1,787	+0.5%	Shares	Sole	2024-07-10
2024-03-31	$1,725,495	1,778	+1.5%	Shares	Sole	2024-04-25
2023-12-31	$1,325,366	1,751	+10.5%	Shares	Sole	2024-01-29
2023-09-30	$932,437	1,584	+0.1%	Shares	Sole	2023-10-20
2023-06-30	$1,146,554	1,582	+7.3%	Shares	Sole	2023-07-14
2023-03-31	$1,004,047	1,475	+46.5%	Shares	Sole	2023-04-17
2022-12-31	$550,224	1,007	+105.5%	Shares	Sole	2023-02-09
2022-09-30	$203,521	490	-6.0%	Shares	Sole	2022-10-31
2022-06-30	$247,933	521	-19.3%	Shares	Sole	2022-08-03
2022-03-31	$431,482	646	+5.2%	Shares	Sole	2022-04-28
2021-12-31	$488,829	614	+54.7%	Shares	Sole	2022-01-07
2021-09-30	$295,808	397	+96.5%	Shares	Sole	2021-11-02
2021-03-31	$124,706	202	+296.1%	Shares	Sole	2021-04-12
2020-12-31	$24,873	51	-26.1%	Shares	Sole	2021-02-11
2020-09-30	$25,479	69	-1.4%	Shares	Sole	2020-10-28
2020-06-30	$25,762	70	+150.0%	Shares	Sole	2020-07-20
2020-03-31	$7,325	28	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.