INTECH INVESTMENT MANAGEMENT LLC
Position in Q — Qnity Electronics, Inc.
CIK 1086318
WEST PALM BEACH, FL
Position in Q
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$22,978,859
+$12,875,725 QoQ
Shares Held
140,707
+60.7% QoQ
Ownership
0.067%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#134
of 1,314 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 77%
Shared 0%
None 23%
Common Shares in Q Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026INTECH INVESTMENT MANAGEMENT LLC holds $189,734,648 across 23 Semiconductor Equipment & Materials names. Q ranks #3 (12.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
59,164 | $42,775,572 | |
| 2 | LRCX |
Lam Research Corp
|
77,857 | $33,737,773 | |
| 3 | Q |
Qnity Electronics, Inc.
This page
|
140,707 | $22,978,859 | |
| 4 | TER |
Teradyne, Inc
|
36,478 | $17,649,515 | |
| 5 | KLAC |
Kla Corp
|
56,527 | $17,054,760 | |
| 6 | FORM |
Formfactor Inc
|
68,456 | $10,948,168 | |
| 7 | ONTO |
Onto Innovation Inc.
|
24,455 | $9,254,994 | |
| 8 | AMKR |
Amkor Technology, Inc.
|
88,847 | $7,661,276 |
All Filings in Q
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,978,859 | 140,707 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $10,103,134 | 87,564 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $252,869 | 3,097 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||