Position in FORM
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$6,026,182
+$3,562,547 QoQ
Shares Held
62,132
+40.7% QoQ
Ownership
0.080%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
11 quarters on record
Voting authority
Sole 0.36857014099015.ToString("F0")%
Shared 0.ToString("F0")%
None 99.63142985900984.ToString("F0")%
Common Shares in FORM Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026Creative Planning holds $529,558,880 across 24 Semiconductor Equipment & Materials names. FORM ranks #9 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
634,638 | $216,912,921 | |
| 2 | LRCX |
Lam Research Corp
|
714,502 | $152,660,496 | |
| 3 | ASML |
Asml Holding NV
|
51,856 | $68,492,959 | |
| 4 | TER |
Teradyne, Inc
|
59,298 | $17,579,485 | |
| 5 | KLAC |
Kla Corp
|
56,276 | $8,286,133 | |
| 6 | ONTO |
Onto Innovation Inc.
|
39,555 | $8,111,543 | |
| 7 | Q |
Qnity Electronics, Inc.
|
65,819 | $7,594,196 | |
| 8 | ACLS |
Axcelis Technologies Inc
|
77,712 | $7,233,432 |
All Filings in FORM
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||