Position in COHU
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,552
+$726 QoQ
Shares Held
21
-22.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#325
of 347 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in COHU Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026MONTAG A & ASSOCIATES INC holds $53,774,641 across 9 Semiconductor Equipment & Materials names. COHU ranks #7 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
44,546 | $32,206,758 | |
| 2 | LRCX |
Lam Research Corp
|
28,111 | $12,181,339 | |
| 3 | ASML |
Asml Holding NV
|
4,313 | $8,580,454 | |
| 4 | KLAC |
Kla Corp
|
2,435 | $734,663 | |
| 5 | ENTG |
Entegris Inc
|
367 | $66,008 | |
| 6 | TER |
Teradyne, Inc
|
5 | $2,419 | |
| 7 | COHU |
Cohu Inc
This page
|
21 | $1,552 | |
| 8 | KLIC |
Kulicke & Soffa Industries Inc
|
8 | $1,070 |
All Filings in COHU
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,552 | 21 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $826 | 27 | Shares | Sole | 2026-04-29 | |
| No filing history on record for this holder in this stock. | ||||||