Position in NVMI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$602,120
+$120,504 QoQ
Shares Held
1,109
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#204
of 340 holders
Holding Since
Jun 2025
5 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, 2026Frank, Rimerman Advisors LLC holds $39,555,504 across 7 Semiconductor Equipment & Materials names. NVMI ranks #6 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
23,084 | $16,689,732 | |
| 2 | ASML |
Asml Holding NV
|
4,483 | $8,918,659 | |
| 3 | LRCX |
Lam Research Corp
|
17,819 | $7,721,507 | |
| 4 | KLAC |
Kla Corp
|
13,200 | $3,982,572 | |
| 5 | TER |
Teradyne, Inc
|
2,176 | $1,052,835 | |
| 6 | NVMI |
Nova Ltd.
This page
|
1,109 | $602,120 | |
| 7 | Q |
Qnity Electronics, Inc.
|
3,601 | $588,079 |
All Filings in NVMI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $602,120 | 1,109 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $481,616 | 1,109 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $365,169 | 1,112 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $351,306 | 1,099 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $301,344 | 1,095 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||