ENVESTNET ASSET MANAGEMENT INC

Position in COHU — Cohu Inc

CIK 1407543 Berwyn, PA

Position in COHU

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$12,074,750

+$6,109,117 QoQ

Shares Held

163,371

-16.1% QoQ

Ownership

0.345%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#60

of 349 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

ENVESTNET ASSET MANAGEMENT INC holds $4,062,583,321 across 23 Semiconductor Equipment & Materials names. COHU ranks #12 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp	2,958,917	$1,282,187,503
2	ASML	Asml Holding NV	440,721	$876,787,942
3	KLAC	Kla Corp	2,584,919	$779,895,911
4	AMAT	Applied Materials Inc /De	987,556	$714,002,988
5	ENTG	Entegris Inc	929,814	$167,236,346
6	TER	Teradyne, Inc	99,122	$47,959,188
7	FORM	Formfactor Inc	220,319	$35,235,617
8	Q	Qnity Electronics, Inc.	206,662	$33,749,971

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,074,750	163,371	-16.1%	Shares	Sole	2026-08-03
2026-03-31	$5,965,633	194,828	+8.9%	Shares	Sole	2026-05-04
2025-12-31	$4,162,956	178,898	-9.1%	Shares	Sole	2026-02-10
2025-09-30	$4,001,147	196,810	+20.1%	Shares	Sole	2025-11-05
2025-06-30	$3,152,839	163,869	+49.6%	Shares	Sole	2025-08-01
2025-03-31	$1,610,877	109,509	+30.7%	Shares	Sole	2025-04-29
2024-12-31	$2,236,685	83,771	-8.6%	Shares	Sole	2025-02-13
2024-09-30	$2,354,531	91,616	+29.3%	Shares	Sole	2024-11-07
2024-06-30	$2,346,128	70,880	+529.3%	Shares	Sole	2024-08-08
2024-03-31	$375,395	11,263	+8.6%	Shares	Sole	2024-05-13
2023-12-31	$367,100	10,373	-31.7%	Shares	Sole	2024-02-13
2023-09-30	$522,764	15,179	+61.2%	Shares	Sole	2023-11-13
2023-06-30	$391,245	9,414	+13.5%	Shares	Sole	2023-08-04
2023-03-31	$318,406	8,294	+1.7%	Shares	Sole	2023-05-11
2022-12-31	$261,431	8,157	-2.1%	Shares	Sole	2023-02-07
2022-09-30	$214,747	8,330	-21.3%	Shares	Sole	2022-11-10
2022-03-31	$313,345	10,586	-69.0%	Shares	Sole	2022-05-04
2021-12-31	$1,301,382	34,166	-2.6%	Shares	Sole	2022-02-04
2021-09-30	$1,120,327	35,076	+13.8%	Shares	Sole	2021-10-07
2021-06-30	$1,133,647	30,814	+6.3%	Shares	Sole	2021-08-04
2021-03-31	$1,212,774	28,986	-6.0%	Shares	Sole	2021-05-04
2020-12-31	$1,177,318	30,836	-25.4%	Shares	Sole	2021-02-02
2020-09-30	$710,135	41,335	-2.1%	Shares	Sole	2020-10-09
2020-06-30	$732,302	42,232	+288.9%	Shares	Sole	2020-07-08
2020-03-31	$134,446	10,860	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.