Position in NVMI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$238,350
+$73,758 QoQ
Shares Held
439
+15.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#260
of 340 holders
Holding Since
Sep 2024
8 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, 2026Steward Partners Investment Advisory, LLC holds $215,434,151 across 22 Semiconductor Equipment & Materials names. NVMI ranks #15 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
109,577 | $79,224,171 | |
| 2 | LRCX |
Lam Research Corp
|
172,964 | $74,950,490 | |
| 3 | ASML |
Asml Holding NV
|
13,731 | $27,316,999 | |
| 4 | KLAC |
Kla Corp
|
80,946 | $24,422,217 | |
| 5 | ONTO |
Onto Innovation Inc.
|
6,254 | $2,366,826 | |
| 6 | ACLS |
Axcelis Technologies Inc
|
8,175 | $1,548,753 | |
| 7 | TER |
Teradyne, Inc
|
2,833 | $1,370,718 | |
| 8 | Q |
Qnity Electronics, Inc.
|
8,036 | $1,312,359 |
All Filings in NVMI
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $238,350 | 439 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $164,592 | 379 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $127,743 | 389 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $121,151 | 379 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $104,300 | 379 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $69,861 | 379 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $78,976 | 401 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $67,293 | 323 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||