GRIMES & Co WEALTH MANAGEMENT, LLC

Position in Q — Qnity Electronics, Inc.

CIK 1321993 WESTBOROUGH, MA

Position in Q

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$262,765

New position

Shares Held

1,609

first reported quarter

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#878

of 1,314 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

GRIMES & Co WEALTH MANAGEMENT, LLC holds $93,834,317 across 5 Semiconductor Equipment & Materials names. Q ranks #5 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De	62,818	$45,417,414
2	ASML	Asml Holding NV	11,100	$22,082,782
3	KLAC	Kla Corp	63,613	$19,192,677
4	LRCX	Lam Research Corp	15,874	$6,878,679
5	Q	Qnity Electronics, Inc. This page	1,609	$262,765

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$262,765	1,609	—	Shares	Sole	2026-07-17
No filing history on record for this holder in this stock.