Position in Q
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$418,563
+$144,305 QoQ
Shares Held
2,563
+7.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#745
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)
Derivatives in Q
reported options exposure · as of Jun 30, 2026CallValue
$32,662
CallShares
200
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026B. Riley Wealth Advisors, Inc. holds $18,154,463 across 9 Semiconductor Equipment & Materials names. Q ranks #7 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
17,554 | $7,606,674 | |
| 2 | AMAT |
Applied Materials Inc /De
|
6,705 | $4,847,715 | |
| 3 | KLAC |
Kla Corp
|
7,462 | $2,251,360 | |
| 4 | ASML |
Asml Holding NV
|
704 | $1,400,565 | |
| 5 | TER |
Teradyne, Inc
|
1,157 | $559,802 | |
| 6 | AEHR |
Aehr Test Systems
|
4,950 | $475,497 | |
| 7 | Q |
Qnity Electronics, Inc.
This page
|
2,563 | $418,563 | |
| 8 | ENTG |
Entegris Inc
|
1,822 | $327,704 |
All Filings in Q
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,662 | 200 | Call | Sole | 2026-07-14 | |
| 2026-06-30 | $418,563 | 2,563 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $274,258 | 2,377 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $225,354 | 2,760 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||