Position in IPGP
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$2,058,036
+$916,518 QoQ
Shares Held
17,960
+12.7% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 0.8518930957683742.ToString("F0")%
Shared 0.ToString("F0")%
None 99.14810690423162.ToString("F0")%
Common Shares in IPGP Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026Creative Planning holds $604,134,091 across 24 Semiconductor Equipment & Materials names. IPGP ranks #18 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
634,638 | $216,912,921 | |
| 2 | LRCX |
Lam Research Corp
|
714,502 | $152,660,496 | |
| 3 | KLAC |
Kla Corp
|
56,276 | $82,861,344 | |
| 4 | ASML |
Asml Holding NV
|
51,856 | $68,492,959 | |
| 5 | TER |
Teradyne, Inc
|
59,298 | $17,579,485 | |
| 6 | ONTO |
Onto Innovation Inc.
|
39,555 | $8,111,543 | |
| 7 | Q |
Qnity Electronics, Inc.
|
65,819 | $7,594,196 | |
| 8 | ACLS |
Axcelis Technologies Inc
|
77,712 | $7,233,432 |
All Filings in IPGP
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,058,036 | 17,960 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,141,518 | 15,943 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,200,282 | 15,157 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $844,943 | 12,308 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $604,376 | 9,572 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $520,674 | 7,160 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $451,196 | 6,071 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $264,984 | 3,140 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $413,637 | 4,561 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $240,415 | 2,215 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $224,910 | 2,215 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $265,528 | 1,955 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $231,452 | 1,877 | Shares | Sole | 2023-05-15 | |
| 2022-09-30 | $209,862 | 2,488 | Shares | Sole | 2022-11-03 | |
| 2022-03-31 | $204,812 | 1,866 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $226,191 | 1,314 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $230,630 | 1,456 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $277,584 | 1,317 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $448,458 | 2,126 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $403,493 | 1,803 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $239,147 | 1,407 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $224,546 | 1,400 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $211,186 | 1,915 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||