Position in Q
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,896,792
+$862,989 QoQ
Shares Held
17,738
+0.6% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#354
of 1,314 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in Q Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Choate Investment Advisors holds $31,445,241 across 6 Semiconductor Equipment & Materials names. Q ranks #4 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
22,451 | $16,232,073 | |
| 2 | LRCX |
Lam Research Corp
|
12,144 | $5,262,359 | |
| 3 | KLAC |
Kla Corp
|
11,388 | $3,435,873 | |
| 4 | Q |
Qnity Electronics, Inc.
This page
|
17,738 | $2,896,792 | |
| 5 | ASML |
Asml Holding NV
|
1,145 | $2,277,908 | |
| 6 | TER |
Teradyne, Inc
|
2,770 | $1,340,236 |
All Filings in Q
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,896,792 | 17,738 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,033,803 | 17,627 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,455,574 | 17,827 | Shares | Sole | 2026-02-09 | |
| No filing history on record for this holder in this stock. | ||||||