CLIFFORD SWAN INVESTMENT COUNSEL LLC

Position in Q — Qnity Electronics, Inc.

CIK 1034642 PASADENA, CA

Position in Q

as of Jun 30, 2026 · filed Aug 20, 2026 Compact

Position Value

$11,795,228

+$2,497,563 QoQ

Shares Held

72,226

-10.4% QoQ

Ownership

0.035%

of shares outstanding

% of Portfolio

0.39%

of 13F equity value

Holder Rank

#199

of 1,314 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 69% Shared 0% None 31%

Technology · as of Jun 30, 2026

CLIFFORD SWAN INVESTMENT COUNSEL LLC holds $50,084,652 across 6 Semiconductor Equipment & Materials names. Q ranks #2 (23.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ENTG	Entegris Inc	163,566	$29,418,979
2	Q	Qnity Electronics, Inc. This page	72,226	$11,795,228
3	LRCX	Lam Research Corp	16,530	$7,162,944
4	AMAT	Applied Materials Inc /De	1,134	$819,882
5	KLAC	Kla Corp	1,610	$485,753
6	ASML	Asml Holding NV	202	$401,866

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,795,228	72,226	-10.4%	Shares	Sole	2026-08-20
2026-03-31	$9,297,665	80,583	-20.3%	Shares	Other	2026-05-06
2025-12-31	$8,258,407	101,144	—	Shares	Other	2026-02-11
No filing history on record for this holder in this stock.