Institute for Wealth Management, LLC.
Position in ICHR — Ichor Holdings, Ltd.
CIK 1533954
DENVER, CO
Position in ICHR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$125,641
New position
Shares Held
1,119
first reported quarter
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#255
of 330 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $54,847,403 across 10 Semiconductor Equipment & Materials names. ICHR ranks #7 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
72,370 | $31,360,092 | |
| 2 | AMAT |
Applied Materials Inc /De
|
18,840 | $13,621,320 | |
| 3 | KLAC |
Kla Corp
|
23,230 | $7,008,723 | |
| 4 | ASML |
Asml Holding NV
|
736 | $1,464,227 | |
| 5 | Q |
Qnity Electronics, Inc.
|
3,724 | $608,166 | |
| 6 | TER |
Teradyne, Inc
|
1,136 | $549,642 | |
| 7 | ICHR |
Ichor Holdings, Ltd.
This page
|
1,119 | $125,641 | |
| 8 | FORM |
Formfactor Inc
|
365 | $58,374 |
All Filings in ICHR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $125,641 | 1,119 | Shares | Sole | 2026-07-28 | |
| No filing history on record for this holder in this stock. | ||||||