Position in FORM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$454,201
+$144,997 QoQ
Shares Held
2,840
-10.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#317
of 508 holders
Holding Since
Mar 2021
3 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, 2026NewEdge Wealth, LLC holds $458,876,237 across 9 Semiconductor Equipment & Materials names. FORM ranks #7 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KLAC |
Kla Corp
|
583,113 | $175,931,023 | |
| 2 | LRCX |
Lam Research Corp
|
360,550 | $156,237,131 | |
| 3 | AMAT |
Applied Materials Inc /De
|
123,853 | $89,545,719 | |
| 4 | ASML |
Asml Holding NV
|
17,549 | $34,912,680 | |
| 5 | TER |
Teradyne, Inc
|
1,206 | $583,511 | |
| 6 | ONTO |
Onto Innovation Inc.
|
1,481 | $560,484 | |
| 7 | FORM |
Formfactor Inc
This page
|
2,840 | $454,201 | |
| 8 | Q |
Qnity Electronics, Inc.
|
2,271 | $370,877 |
All Filings in FORM
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $454,201 | 2,840 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $309,204 | 3,188 | Shares | Sole | 2026-05-13 | |
| 2021-03-31 | $546,282 | 12,110 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||