Position in ONTO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$222,044,561
+$70,437,952 QoQ
Shares Held
586,721
-20.6% QoQ
Ownership
1.20%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#18
of 686 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ONTO Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Thrivent Financial for Lutherans holds $1,170,638,734 across 21 Semiconductor Equipment & Materials names. ONTO ranks #3 (19.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
1,075,010 | $465,834,082 | |
| 2 | AMAT |
Applied Materials Inc /De
|
449,455 | $324,955,965 | |
| 3 | ONTO |
Onto Innovation Inc.
This page
|
586,721 | $222,044,561 | |
| 4 | COHU |
Cohu Inc
|
945,177 | $69,858,032 | |
| 5 | KLAC |
Kla Corp
|
79,536 | $23,996,804 | |
| 6 | FORM |
Formfactor Inc
|
51,190 | $8,186,816 | |
| 7 | ENTG |
Entegris Inc
|
45,395 | $8,164,744 | |
| 8 | TER |
Teradyne, Inc
|
15,914 | $7,699,829 |
All Filings in ONTO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $222,044,561 | 586,721 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $151,606,609 | 739,292 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $151,689,409 | 960,911 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $65,879,844 | 509,827 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $29,729,233 | 294,553 | Shares | Sole | 2025-08-26 | |
| 2025-03-31 | $48,547,162 | 400,092 | Shares | Sole | 2025-08-26 | |
| 2024-12-31 | $58,378,000 | 350,261 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $66,734,690 | 321,520 | Shares | Defined | 2024-11-07 | |
| 2024-06-30 | $71,649,452 | 326,332 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $59,713,845 | 329,765 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,874,706 | 12,261 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $5,723,735 | 44,885 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $5,453,358 | 46,822 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,312,447 | 49,072 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $3,458,427 | 50,792 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $3,289,351 | 51,356 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,395,501 | 48,688 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $3,485,679 | 40,116 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $4,059,626 | 40,103 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $2,877,284 | 39,824 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,928,173 | 40,090 | Shares | Sole | 2021-09-24 | |
| 2021-03-31 | $2,635,825 | 40,113 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,921,923 | 40,419 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,205,405 | 40,477 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $1,355,677 | 39,826 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $1,219,941 | 41,117 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||