MARCO INVESTMENT MANAGEMENT LLC

Position in Q — Qnity Electronics, Inc.

CIK 1080493 ATLANTA, GA

Position in Q

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$1,136,964

+$345,227 QoQ

Shares Held

6,962

+1.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#501

of 1,314 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 66% Shared 0% None 34%

Technology · as of Jun 30, 2026

MARCO INVESTMENT MANAGEMENT LLC holds $90,069,019 across 5 Semiconductor Equipment & Materials names. Q ranks #3 (1.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KLAC	Kla Corp	219,020	$66,080,524
2	LRCX	Lam Research Corp	50,270	$21,783,499
3	Q	Qnity Electronics, Inc. This page	6,962	$1,136,964
4	AMAT	Applied Materials Inc /De	1,103	$797,469
5	ASML	Asml Holding NV	136	$270,563

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,136,964	6,962	+1.5%	Shares	Sole	2026-08-03
2026-03-31	$791,737	6,862	0.0%	Shares	Sole	2026-05-08
2025-12-31	$560,282	6,862	—	Shares	Sole	2026-02-04
No filing history on record for this holder in this stock.