Carnegie Investment Counsel

Position in Q — Qnity Electronics, Inc.

CIK 1511506 PEPPER PIKE, OH

Position in Q

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$272,237

-$6,855,593 QoQ

Shares Held

1,667

-97.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#872

of 1,318 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Carnegie Investment Counsel holds $88,063,382 across 6 Semiconductor Equipment & Materials names. Q ranks #6 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De	111,680	$80,744,640
2	ASML	Asml Holding NV	1,522	$3,027,927
3	LRCX	Lam Research Corp	5,316	$2,303,582
4	NVMI	Nova Ltd.	2,064	$1,120,628
5	KLAC	Kla Corp	1,970	$594,368
6	Q	Qnity Electronics, Inc. This page	1,667	$272,237

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$272,237	1,667	-97.3%	Shares	Sole	2026-07-30
2026-03-31	$7,127,830	61,777	+1722.3%	Shares	Sole	2026-05-01
2025-12-31	$276,793	3,390	—	Shares	Sole	2026-01-23
No filing history on record for this holder in this stock.