Position in Q
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$23,248,608
+$9,547,412 QoQ
Shares Held
201,496
+20.1% QoQ
Ownership
0.096%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 13.574463016635566.ToString("F0")%
Shared 0.ToString("F0")%
None 86.42553698336444.ToString("F0")%
Common Shares in Q Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026LPL Financial LLC holds $1,061,876,512 across 27 Semiconductor Equipment & Materials names. Q ranks #6 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
1,482,642 | $316,781,289 | |
| 2 | AMAT |
Applied Materials Inc /De
|
863,800 | $295,238,202 | |
| 3 | ASML |
Asml Holding NV
|
214,630 | $283,489,742 | |
| 4 | TER |
Teradyne, Inc
|
130,840 | $38,788,826 | |
| 5 | AMKR |
Amkor Technology, Inc.
|
848,249 | $38,196,652 | |
| 6 | Q |
Qnity Electronics, Inc.
This page
|
201,496 | $23,248,608 | |
| 7 | KLAC |
Kla Corp
|
128,766 | $18,959,634 | |
| 8 | ENTG |
Entegris Inc
|
86,634 | $10,156,970 |
All Filings in Q
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||