Position in FORM
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$110,312,158
+$49,817,187 QoQ
Shares Held
1,137,356
+4.9% QoQ
Ownership
1.46%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
12 quarters on record
Voting authority
Sole 94.41643601475704.ToString("F0")%
Shared 0.ToString("F0")%
None 5.583563985242967.ToString("F0")%
Common Shares in FORM Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026FULLER & THALER ASSET MANAGEMENT, INC. holds $384,105,013 across 10 Semiconductor Equipment & Materials names. FORM ranks #1 (28.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FORM |
Formfactor Inc
This page
|
1,137,356 | $110,312,158 | |
| 2 | IPGP |
Ipg Photonics Corp
|
551,992 | $63,252,763 | |
| 3 | TER |
Teradyne, Inc
|
194,129 | $57,551,483 | |
| 4 | KLIC |
Kulicke & Soffa Industries Inc
|
873,817 | $57,427,253 | |
| 5 | LRCX |
Lam Research Corp
|
158,556 | $33,877,074 | |
| 6 | UCTT |
Ultra Clean Holdings, Inc.
|
475,073 | $29,540,039 | |
| 7 | AMAT |
Applied Materials Inc /De
|
82,906 | $28,336,441 | |
| 8 | KLAC |
Kla Corp
|
17,970 | $2,645,920 |
All Filings in FORM
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $110,312,158 | 1,137,356 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $60,494,971 | 1,084,528 | Shares | Sole | 2026-02-18 | |
| 2022-09-30 | $626 | 25 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $51,366,011 | 1,326,259 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $39,262,324 | 934,150 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $42,406,397 | 927,524 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $23,356,933 | 625,688 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $19,848,058 | 544,379 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $14,769,284 | 327,406 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $14,128,198 | 328,410 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $8,167,441 | 327,615 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $9,562,195 | 326,021 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||