Position in FORM
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$3,359,809
+$1,324,668 QoQ
Shares Held
21,008
+0.1% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#12
of 76 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 24%
Shared 0%
None 76%
Common Shares in FORM Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026YOUSIF CAPITAL MANAGEMENT, LLC holds $194,459,971 across 20 Semiconductor Equipment & Materials names. FORM ranks #8 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
79,018 | $57,130,014 | |
| 2 | LRCX |
Lam Research Corp
|
123,703 | $53,604,220 | |
| 3 | KLAC |
Kla Corp
|
132,526 | $39,984,419 | |
| 4 | ENTG |
Entegris Inc
|
42,261 | $7,601,063 | |
| 5 | TER |
Teradyne, Inc
|
14,805 | $7,163,251 | |
| 6 | ONTO |
Onto Innovation Inc.
|
13,768 | $5,210,499 | |
| 7 | Q |
Qnity Electronics, Inc.
|
24,764 | $4,044,208 | |
| 8 | FORM |
Formfactor Inc
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|
21,008 | $3,359,809 |
All Filings in FORM
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,359,809 | 21,008 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $2,035,141 | 20,983 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,174,726 | 21,060 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $870,365 | 23,898 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $990,904 | 28,797 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $808,188 | 28,568 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,291,884 | 29,361 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,375,308 | 29,898 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,867,653 | 30,855 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,601,293 | 35,093 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $1,604,750 | 38,474 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,341,661 | 38,399 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $1,395,902 | 40,792 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,378,340 | 43,276 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,085,068 | 48,811 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $1,559,638 | 62,261 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $2,472,871 | 63,849 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $2,957,609 | 70,369 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $3,212,470 | 70,264 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||