Position in Q
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$24,101,453
+$6,379,085 QoQ
Shares Held
147,581
-3.9% QoQ
Ownership
0.071%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#125
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, 2026Janney Montgomery Scott LLC holds $524,272,815 across 20 Semiconductor Equipment & Materials names. Q ranks #5 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
365,882 | $158,547,647 | |
| 2 | AMAT |
Applied Materials Inc /De
|
190,753 | $137,914,419 | |
| 3 | ASML |
Asml Holding NV
|
47,367 | $94,233,799 | |
| 4 | KLAC |
Kla Corp
|
271,609 | $81,947,151 | |
| 5 | Q |
Qnity Electronics, Inc.
This page
|
147,581 | $24,101,453 | |
| 6 | TER |
Teradyne, Inc
|
20,078 | $9,714,539 | |
| 7 | UCTT |
Ultra Clean Holdings, Inc.
|
24,289 | $3,463,368 | |
| 8 | ACLS |
Axcelis Technologies Inc
|
12,620 | $2,390,859 |
All Filings in Q
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,101,453 | 147,581 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $17,722,368 | 153,600 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $5,865,246 | 71,834 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||