Position in FORM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$403,023
+$160,548 QoQ
Shares Held
2,520
+0.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#329
of 508 holders
Holding Since
Mar 2024
10 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, 2026Clearstead Advisors, LLC holds $52,310,940 across 22 Semiconductor Equipment & Materials names. FORM ranks #8 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
40,185 | $29,053,755 | |
| 2 | LRCX |
Lam Research Corp
|
24,748 | $10,724,050 | |
| 3 | KLAC |
Kla Corp
|
20,830 | $6,284,619 | |
| 4 | ASML |
Asml Holding NV
|
1,835 | $3,650,622 | |
| 5 | TER |
Teradyne, Inc
|
2,127 | $1,029,127 | |
| 6 | Q |
Qnity Electronics, Inc.
|
3,367 | $549,864 | |
| 7 | ENTG |
Entegris Inc
|
2,376 | $427,347 | |
| 8 | FORM |
Formfactor Inc
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|
2,520 | $403,023 |
All Filings in FORM
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $403,023 | 2,520 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $242,475 | 2,500 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $58,569 | 1,050 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $24,073 | 661 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $261,516 | 7,600 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $209,657 | 7,411 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $276,672 | 6,288 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $325,312 | 7,072 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $428,068 | 7,072 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $456 | 10 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||