New York Life Investment Management LLC
Position in Q — Qnity Electronics, Inc.
CIK 1133639
New York, NY
Position in Q
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$5,106,213
+$1,737,117 QoQ
Shares Held
31,267
+7.1% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#301
of 1,321 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in Q Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026New York Life Investment Management LLC holds $264,740,563 across 8 Semiconductor Equipment & Materials names. Q ranks #5 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
130,731 | $94,518,513 | |
| 2 | LRCX |
Lam Research Corp
|
205,583 | $89,085,281 | |
| 3 | KLAC |
Kla Corp
|
196,164 | $59,184,640 | |
| 4 | TER |
Teradyne, Inc
|
23,293 | $11,270,085 | |
| 5 | Q |
Qnity Electronics, Inc.
This page
|
31,267 | $5,106,213 | |
| 6 | ONTO |
Onto Innovation Inc.
|
6,732 | $2,547,725 | |
| 7 | FORM |
Formfactor Inc
|
9,823 | $1,570,992 | |
| 8 | AMKR |
Amkor Technology, Inc.
|
16,898 | $1,457,114 |
All Filings in Q
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,106,213 | 31,267 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $3,369,096 | 29,200 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $2,353,071 | 28,819 | Shares | Sole | 2026-02-05 | |
| No filing history on record for this holder in this stock. | ||||||