Position in NVMI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,429,656
+$570,070 QoQ
Shares Held
4,475
+4.5% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#134
of 340 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NVMI Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Creative Planning holds $1,250,491,469 across 26 Semiconductor Equipment & Materials names. NVMI ranks #20 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
667,761 | $482,791,203 | |
| 2 | LRCX |
Lam Research Corp
|
728,684 | $315,760,637 | |
| 3 | KLAC |
Kla Corp
|
573,640 | $173,072,923 | |
| 4 | ASML |
Asml Holding NV
|
59,795 | $118,958,558 | |
| 5 | TER |
Teradyne, Inc
|
72,200 | $34,933,247 | |
| 6 | ACLS |
Axcelis Technologies Inc
|
83,477 | $15,814,717 | |
| 7 | ONTO |
Onto Innovation Inc.
|
41,540 | $15,720,812 | |
| 8 | FORM |
Formfactor Inc
|
72,666 | $11,621,473 |
All Filings in NVMI
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,429,656 | 4,475 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,859,586 | 4,282 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $683,051 | 2,080 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $622,696 | 1,948 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $457,657 | 1,663 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $290,319 | 1,575 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $293,258 | 1,489 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $311,676 | 1,496 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $836,568 | 3,567 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $605,220 | 3,412 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $434,701 | 3,164 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $391,853 | 3,485 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $400,110 | 3,411 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $302,231 | 2,893 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $235,483 | 2,883 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $305,800 | 3,585 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $284,623 | 3,215 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $337,636 | 3,101 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $454,296 | 3,101 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $365,277 | 3,571 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $356,513 | 3,465 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $333,551 | 3,665 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $258,749 | 3,665 | Shares | Sole | 2021-01-29 | |
| No filing history on record for this holder in this stock. | ||||||