Position in Q
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$749,756
+$193,740 QoQ
Shares Held
4,591
-4.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#586
of 1,314 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, 2026Crestwood Advisors Group, LLC holds $408,305,058 across 7 Semiconductor Equipment & Materials names. Q ranks #7 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
240,264 | $173,710,872 | |
| 2 | LRCX |
Lam Research Corp
|
267,669 | $115,989,007 | |
| 3 | KLAC |
Kla Corp
|
364,068 | $109,842,955 | |
| 4 | ENTG |
Entegris Inc
|
24,152 | $4,343,978 | |
| 5 | ASML |
Asml Holding NV
|
1,226 | $2,439,053 | |
| 6 | TER |
Teradyne, Inc
|
2,541 | $1,229,437 | |
| 7 | Q |
Qnity Electronics, Inc.
This page
|
4,591 | $749,756 |
All Filings in Q
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $749,756 | 4,591 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $556,016 | 4,819 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $345,216 | 4,228 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||