Oak Thistle LLC

Position in ONTO — Onto Innovation Inc.

CIK 1755987 NEW YORK, NY

Position in ONTO

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$579,406

+$248,629 QoQ

Shares Held

1,531

-5.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#423

of 686 holders

Holding Since

Mar 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Oak Thistle LLC holds $12,488,162 across 4 Semiconductor Equipment & Materials names. ONTO ranks #4 (4.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp	14,782	$6,405,484
2	AMAT	Applied Materials Inc /De	4,238	$3,064,074
3	Q	Qnity Electronics, Inc.	14,936	$2,439,198
4	ONTO	Onto Innovation Inc. This page	1,531	$579,406

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$579,406	1,531	-5.1%	Shares	Sole	2026-07-21
2026-03-31	$330,777	1,613	-87.3%	Shares	Sole	2026-04-13
2025-03-31	$1,540,047	12,692	—	Shares	Sole	2025-05-06
No filing history on record for this holder in this stock.