Position in Q
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$16,655,333
-$1,088,495 QoQ
Shares Held
101,986
-33.7% QoQ
Ownership
0.049%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#167
of 1,324 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 82%
Shared 0%
None 18%
Common Shares in Q Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Focus Partners Wealth holds $1,637,808,919 across 15 Semiconductor Equipment & Materials names. Q ranks #6 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
1,642,921 | $711,926,956 | |
| 2 | KLAC |
Kla Corp
|
1,281,019 | $386,496,242 | |
| 3 | AMAT |
Applied Materials Inc /De
|
412,982 | $298,585,986 | |
| 4 | ASML |
Asml Holding NV
|
87,635 | $174,344,565 | |
| 5 | TER |
Teradyne, Inc
|
58,607 | $28,356,410 | |
| 6 | Q |
Qnity Electronics, Inc.
This page
|
101,986 | $16,655,333 | |
| 7 | ACMR |
ACM Research, Inc.
|
43,904 | $5,570,978 | |
| 8 | KLIC |
Kulicke & Soffa Industries Inc
|
34,965 | $4,676,918 |
All Filings in Q
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,655,333 | 101,986 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $17,743,828 | 153,786 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $18,579,212 | 227,547 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||