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Equibles

Truvestments Capital LLC

Position in ASYS — Amtech Systems Inc

CIK 1750405 SARASOTA, FL
Back to ASYS Full portfolio

Position in ASYS

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$213,836
+$108,833 QoQ
Shares Held
9,265
+3.1% QoQ
Ownership
0.053%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#81
of 111 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in ASYS Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Jun 30, 2026

Truvestments Capital LLC holds $24,547,057 across 17 Semiconductor Equipment & Materials names. ASYS ranks #12 (0.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 AMAT
Applied Materials Inc /De
 14,183 $10,254,309
2 LRCX
Lam Research Corp
 9,254 $4,010,035
3 KLAC
Kla Corp
 13,207 $3,984,683
4 NVMI
Nova Ltd.
 4,518 $2,453,002
5 AMKR
Amkor Technology, Inc.
 10,256 $884,374
6 CAMT
Camtek Ltd
 4,746 $774,167
7 TER
Teradyne, Inc
 1,319 $638,184
8 UCTT
Ultra Clean Holdings, Inc.
 2,768 $394,689

All Filings in ASYS

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $213,836 9,265
2026-03-31 $105,003 8,990