Position in COHU
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$42,511,553
+$13,258,920 QoQ
Shares Held
575,180
-39.8% QoQ
Ownership
1.22%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#27
of 349 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 62%
Shared 0%
None 38%
Common Shares in COHU Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026SEGALL BRYANT & HAMILL, LLC holds $216,001,315 across 8 Semiconductor Equipment & Materials names. COHU ranks #3 (19.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IPGP |
Ipg Photonics Corp
|
498,810 | $58,520,389 | |
| 2 | ONTO |
Onto Innovation Inc.
|
113,576 | $42,982,837 | |
| 3 | COHU |
Cohu Inc
This page
|
575,180 | $42,511,553 | |
| 4 | AMKR |
Amkor Technology, Inc.
|
327,997 | $28,283,181 | |
| 5 | AMAT |
Applied Materials Inc /De
|
17,016 | $12,302,568 | |
| 6 | PLAB |
Photronics Inc
|
374,171 | $12,171,782 | |
| 7 | ENTG |
Entegris Inc
|
65,228 | $11,731,908 | |
| 8 | UCTT |
Ultra Clean Holdings, Inc.
|
52,578 | $7,497,097 |
All Filings in COHU
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,511,553 | 575,180 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $29,252,633 | 955,344 | Shares | Sole | 2026-05-22 | |
| 2025-12-31 | $9,859,103 | 423,683 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||