Position in FORM
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$27,028
+$17,717 QoQ
Shares Held
169
+76.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#431
of 508 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FORM Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Carolina Wealth Advisors, LLC holds $3,971,383 across 9 Semiconductor Equipment & Materials names. FORM ranks #4 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
8,739 | $3,786,870 | |
| 2 | TER |
Teradyne, Inc
|
114 | $55,157 | |
| 3 | KLAC |
Kla Corp
|
100 | $30,171 | |
| 4 | FORM |
Formfactor Inc
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|
169 | $27,028 | |
| 5 | KLIC |
Kulicke & Soffa Industries Inc
|
200 | $26,752 | |
| 6 | AMAT |
Applied Materials Inc /De
|
25 | $18,075 | |
| 7 | ACLS |
Axcelis Technologies Inc
|
57 | $10,798 | |
| 8 | UCTT |
Ultra Clean Holdings, Inc.
|
75 | $10,694 |
All Filings in FORM
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,028 | 169 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $9,311 | 96 | Shares | Sole | 2026-04-07 | |
| No filing history on record for this holder in this stock. | ||||||