Position in Q
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$7,594,196
+$2,784,848 QoQ
Shares Held
65,819
+11.7% QoQ
Ownership
0.031%
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 0.1959920387729987.ToString("F0")%
Shared 0.ToString("F0")%
None 99.804007961227.ToString("F0")%
Common Shares in Q Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026Creative Planning holds $604,134,091 across 24 Semiconductor Equipment & Materials names. Q ranks #7 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
634,638 | $216,912,921 | |
| 2 | LRCX |
Lam Research Corp
|
714,502 | $152,660,496 | |
| 3 | KLAC |
Kla Corp
|
56,276 | $82,861,344 | |
| 4 | ASML |
Asml Holding NV
|
51,856 | $68,492,959 | |
| 5 | TER |
Teradyne, Inc
|
59,298 | $17,579,485 | |
| 6 | ONTO |
Onto Innovation Inc.
|
39,555 | $8,111,543 | |
| 7 | Q |
Qnity Electronics, Inc.
This page
|
65,819 | $7,594,196 | |
| 8 | ACLS |
Axcelis Technologies Inc
|
77,712 | $7,233,432 |
All Filings in Q
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,594,196 | 65,819 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,809,348 | 58,902 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||