Position in Q
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$35,696,463
+$12,447,855 QoQ
Shares Held
218,581
+8.5% QoQ
Ownership
0.104%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#105
of 1,318 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 12%
Shared 0%
None 88%
Common Shares in Q Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026LPL Financial LLC holds $2,392,297,791 across 28 Semiconductor Equipment & Materials names. Q ranks #6 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
1,543,253 | $668,737,822 | |
| 2 | AMAT |
Applied Materials Inc /De
|
916,507 | $662,634,561 | |
| 3 | ASML |
Asml Holding NV
|
225,786 | $449,187,677 | |
| 4 | KLAC |
Kla Corp
|
1,284,177 | $387,449,042 | |
| 5 | TER |
Teradyne, Inc
|
121,004 | $58,546,575 | |
| 6 | Q |
Qnity Electronics, Inc.
This page
|
218,581 | $35,696,463 | |
| 7 | AMKR |
Amkor Technology, Inc.
|
367,193 | $31,663,052 | |
| 8 | ENTG |
Entegris Inc
|
107,186 | $19,278,473 |
All Filings in Q
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,696,463 | 218,581 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $23,248,608 | 201,496 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $13,701,196 | 167,804 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||