Position in FORM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$11,621,473
+$5,595,291 QoQ
Shares Held
72,666
+17.0% QoQ
Ownership
0.093%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#99
of 508 holders
Holding Since
Mar 2023
12 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in FORM Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Creative Planning holds $1,250,491,469 across 26 Semiconductor Equipment & Materials names. FORM ranks #8 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
667,761 | $482,791,203 | |
| 2 | LRCX |
Lam Research Corp
|
728,684 | $315,760,637 | |
| 3 | KLAC |
Kla Corp
|
573,640 | $173,072,923 | |
| 4 | ASML |
Asml Holding NV
|
59,795 | $118,958,558 | |
| 5 | TER |
Teradyne, Inc
|
72,200 | $34,933,247 | |
| 6 | ACLS |
Axcelis Technologies Inc
|
83,477 | $15,814,717 | |
| 7 | ONTO |
Onto Innovation Inc.
|
41,540 | $15,720,812 | |
| 8 | FORM |
Formfactor Inc
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|
72,666 | $11,621,473 |
All Filings in FORM
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,621,473 | 72,666 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $6,026,182 | 62,132 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,463,635 | 44,167 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,091,506 | 29,970 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,099,020 | 31,939 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $571,656 | 20,207 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $550,572 | 12,513 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $684,664 | 14,884 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $617,403 | 10,200 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $295,681 | 6,480 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $224,316 | 5,378 | Shares | Defined | 2024-02-14 | |
| 2023-03-31 | $541 | 17 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||