Position in NVMI
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$266,583
+$6,884 QoQ
Shares Held
491
-17.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#253
of 340 holders
Holding Since
Mar 2022
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NVMI Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026B. Riley Wealth Advisors, Inc. holds $18,154,463 across 9 Semiconductor Equipment & Materials names. NVMI ranks #9 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
17,554 | $7,606,674 | |
| 2 | AMAT |
Applied Materials Inc /De
|
6,705 | $4,847,715 | |
| 3 | KLAC |
Kla Corp
|
7,462 | $2,251,360 | |
| 4 | ASML |
Asml Holding NV
|
704 | $1,400,565 | |
| 5 | TER |
Teradyne, Inc
|
1,157 | $559,802 | |
| 6 | AEHR |
Aehr Test Systems
|
4,950 | $475,497 | |
| 7 | Q |
Qnity Electronics, Inc.
|
2,563 | $418,563 | |
| 8 | ENTG |
Entegris Inc
|
1,822 | $327,704 |
All Filings in NVMI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $266,583 | 491 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $259,699 | 598 | Shares | Sole | 2026-04-27 | |
| 2022-09-30 | $392,380 | 4,600 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $320,832 | 3,624 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $392,730 | 3,607 | Shares | Other | 2022-05-02 | |
| No filing history on record for this holder in this stock. | ||||||