Position in FORM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$2,935,195
+$1,032,349 QoQ
Shares Held
18,353
-6.5% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#174
of 508 holders
Holding Since
Sep 2023
12 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, 2026NorthCrest Asset Manangement, LLC holds $188,628,227 across 13 Semiconductor Equipment & Materials names. FORM ranks #7 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
185,724 | $134,278,452 | |
| 2 | LRCX |
Lam Research Corp
|
65,453 | $28,362,748 | |
| 3 | ONTO |
Onto Innovation Inc.
|
13,592 | $5,143,892 | |
| 4 | ASML |
Asml Holding NV
|
2,420 | $4,814,444 | |
| 5 | TER |
Teradyne, Inc
|
7,525 | $3,640,896 | |
| 6 | ACMR |
ACM Research, Inc.
|
27,216 | $3,453,438 | |
| 7 | FORM |
Formfactor Inc
This page
|
18,353 | $2,935,195 | |
| 8 | PLAB |
Photronics Inc
|
69,134 | $2,248,929 |
All Filings in FORM
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,935,195 | 18,353 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,902,846 | 19,619 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,101,097 | 19,740 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $718,056 | 19,716 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $488,656 | 14,201 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $566,592 | 20,028 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $878,240 | 19,960 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $918,160 | 19,960 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,207,694 | 19,952 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $910,318 | 19,950 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $844,627 | 20,250 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $718,017 | 20,550 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||