CWM, LLC

Position in IPGP — Ipg Photonics Corp

CIK 1535847 OMAHA, NE

Position in IPGP

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$2,417,963

+$721,688 QoQ

Shares Held

21,101

-10.9% QoQ

Ownership

0.050%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 5.14193640111843.ToString("F0")% Shared 0.ToString("F0")% None 94.85806359888157.ToString("F0")%

Technology · as of Mar 31, 2026

CWM, LLC holds $133,441,158 across 25 Semiconductor Equipment & Materials names. IPGP ranks #9 (1.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp	221,596	$47,346,201
2	AMAT	Applied Materials Inc /De	83,815	$28,647,128
3	TER	Teradyne, Inc	64,232	$19,042,218
4	KLAC	Kla Corp	6,205	$9,136,304
5	ASML	Asml Holding NV	4,838	$6,390,175
6	ONTO	Onto Innovation Inc.	26,813	$5,498,541
7	AMKR	Amkor Technology, Inc.	103,263	$4,649,932
8	Q	Qnity Electronics, Inc.	26,700	$3,080,646

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,417,963	21,101	-10.9%	Shares	Sole	2026-05-14
2025-12-31	$1,696,275	23,691	-3.3%	Shares	Sole	2026-01-26
2025-09-30	$1,939,363	24,490	+19.4%	Shares	Sole	2025-10-15
2025-06-30	$1,408,217	20,513	+34.4%	Shares	Sole	2025-07-25
2025-03-31	$963,390	15,258	+495.1%	Shares	Sole	2025-05-01
2024-12-31	$186,454	2,564	+5.3%	Shares	Sole	2025-02-04
2024-09-30	$180,969	2,435	+226.4%	Shares	Sole	2024-10-08
2024-06-30	$62,954	746	-20.0%	Shares	Sole	2024-07-10
2024-03-31	$84,613	933	+25.7%	Shares	Sole	2024-04-05
2023-12-31	$80,536	742	-11.4%	Shares	Sole	2024-02-01
2023-09-30	$84,988	837	+123.8%	Shares	Sole	2023-10-11
2023-06-30	$50,796	374	-21.1%	Shares	Sole	2023-08-03
2023-03-31	$58,448	474	-3.1%	Shares	Sole	2023-05-01
2022-12-31	$46,293	489	-0.4%	Shares	Sole	2023-02-01
2022-09-30	$41,415	491	-34.2%	Shares	Sole	2022-10-27
2022-06-30	$70,220	746	-6.2%	Shares	Sole	2022-07-28
2022-03-31	$87,259	795	+291.6%	Shares	Sole	2022-04-21
2021-12-31	$34,944	203	+79.6%	Shares	Sole	2022-01-31
2021-06-30	$23,817	113	0.0%	Shares	Sole	2021-09-15
2021-03-31	$23,836	113	0.0%	Shares	Sole	2021-09-15
2020-12-31	$25,288	113	0.0%	Shares	Sole	2021-09-15
2020-09-30	$19,206	113	0.0%	Shares	Sole	2021-09-15
2020-06-30	$18,124	113	0.0%	Shares	Sole	2021-09-15
2020-03-31	$12,461	113	—	Shares	Sole	2021-09-15
No filing history on record for this holder in this stock.