Position in FORM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$189,454,837
+$79,142,679 QoQ
Shares Held
1,184,611
+4.2% QoQ
Ownership
1.52%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#15
of 508 holders
Holding Since
Jun 2020
13 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in FORM Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026FULLER & THALER ASSET MANAGEMENT, INC. holds $725,853,616 across 10 Semiconductor Equipment & Materials names. FORM ranks #1 (26.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FORM |
Formfactor Inc
This page
|
1,184,611 | $189,454,837 | |
| 2 | TER |
Teradyne, Inc
|
205,682 | $99,517,178 | |
| 3 | KLIC |
Kulicke & Soffa Industries Inc
|
687,501 | $91,960,133 | |
| 4 | ACMR |
ACM Research, Inc.
|
639,448 | $81,139,556 | |
| 5 | UCTT |
Ultra Clean Holdings, Inc.
|
492,608 | $70,240,974 | |
| 6 | AMAT |
Applied Materials Inc /De
|
83,302 | $60,227,346 | |
| 7 | KLAC |
Kla Corp
|
190,910 | $57,599,456 | |
| 8 | LRCX |
Lam Research Corp
|
123,660 | $53,585,587 |
All Filings in FORM
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $189,454,837 | 1,184,611 | Shares | Sole | 2026-08-12 | |
| 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 | 2026-02-12 | |
| 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. | ||||||