HOLDERNESS INVESTMENTS CO

Position in Q — Qnity Electronics, Inc.

CIK 1184820 GREENSBORO, NC

Position in Q

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$679,206

+$194,610 QoQ

Shares Held

4,159

-1.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#608

of 1,314 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

HOLDERNESS INVESTMENTS CO holds $55,779,554 across 5 Semiconductor Equipment & Materials names. Q ranks #5 (1.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De	60,522	$43,757,406
2	KLAC	Kla Corp	22,310	$6,731,150
3	LRCX	Lam Research Corp	7,709	$3,340,540
4	ASML	Asml Holding NV	639	$1,271,252
5	Q	Qnity Electronics, Inc. This page	4,159	$679,206

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$679,206	4,159	-1.0%	Shares	Sole	2026-08-12
2026-03-31	$484,596	4,200	-11.4%	Shares	Sole	2026-05-12
2025-12-31	$387,184	4,742	—	Shares	Sole	2026-02-10
No filing history on record for this holder in this stock.