Position in FORM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$342,250
+$93,277 QoQ
Shares Held
2,140
-16.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#351
of 508 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FORM Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026FourThought Financial Partners, LLC holds $117,031,173 across 9 Semiconductor Equipment & Materials names. FORM ranks #8 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KLAC |
Kla Corp
|
154,342 | $46,566,524 | |
| 2 | ASML |
Asml Holding NV
|
14,113 | $28,076,965 | |
| 3 | AMAT |
Applied Materials Inc /De
|
38,231 | $27,641,013 | |
| 4 | LRCX |
Lam Research Corp
|
28,829 | $12,492,470 | |
| 5 | TER |
Teradyne, Inc
|
1,485 | $718,502 | |
| 6 | UCTT |
Ultra Clean Holdings, Inc.
|
3,581 | $510,614 | |
| 7 | ICHR |
Ichor Holdings, Ltd.
|
3,348 | $375,913 | |
| 8 | FORM |
Formfactor Inc
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|
2,140 | $342,250 |
All Filings in FORM
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $342,250 | 2,140 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $248,973 | 2,567 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||