Obermeyer Wealth Partners

Position in Q — Qnity Electronics, Inc.

CIK 1349654 ASPEN, CO

Position in Q

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$2,789,661

+$868,469 QoQ

Shares Held

17,082

+2.6% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#362

of 1,314 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Obermeyer Wealth Partners holds $92,602,792 across 4 Semiconductor Equipment & Materials names. Q ranks #3 (3.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ASML	Asml Holding NV	42,402	$84,356,230
2	AMAT	Applied Materials Inc /De	6,609	$4,778,307
3	Q	Qnity Electronics, Inc. This page	17,082	$2,789,661
4	LRCX	Lam Research Corp	1,566	$678,594

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,789,661	17,082	+2.6%	Shares	Sole	2026-07-29
2026-03-31	$1,921,192	16,651	0.0%	Shares	Sole	2026-04-21
2025-12-31	$1,359,554	16,651	—	Shares	Sole	2026-01-29
No filing history on record for this holder in this stock.