Carnegie Investment Counsel

Position in NVMI — Nova Ltd.

CIK 1511506 PEPPER PIKE, OH

Position in NVMI

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$1,120,628

+$145,670 QoQ

Shares Held

2,064

-8.1% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#164

of 343 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Carnegie Investment Counsel holds $88,063,382 across 6 Semiconductor Equipment & Materials names. NVMI ranks #4 (1.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De	111,680	$80,744,640
2	ASML	Asml Holding NV	1,522	$3,027,927
3	LRCX	Lam Research Corp	5,316	$2,303,582
4	NVMI	Nova Ltd. This page	2,064	$1,120,628
5	KLAC	Kla Corp	1,970	$594,368
6	Q	Qnity Electronics, Inc.	1,667	$272,237

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,120,628	2,064	-8.1%	Shares	Sole	2026-07-30
2026-03-31	$974,958	2,245	-11.3%	Shares	Sole	2026-05-01
2025-12-31	$830,826	2,530	-2.6%	Shares	Sole	2026-01-23
2025-09-30	$830,157	2,597	-4.2%	Shares	Sole	2025-10-16
2025-06-30	$746,342	2,712	-5.1%	Shares	Sole	2025-07-31
2025-03-31	$526,999	2,859	—	Shares	Sole	2025-05-06
No filing history on record for this holder in this stock.