Position in Q
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$5,481,587
+$1,269,265 QoQ
Shares Held
47,509
-7.9% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 36.98878107305984.ToString("F0")%
Shared 9.034077753688775.ToString("F0")%
None 53.97714117325138.ToString("F0")%
Common Shares in Q Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026Cerity Partners LLC holds $544,804,912 across 20 Semiconductor Equipment & Materials names. Q ranks #6 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KLAC |
Kla Corp
|
100,273 | $147,642,967 | |
| 2 | ASML |
Asml Holding NV
|
92,351 | $121,979,970 | |
| 3 | LRCX |
Lam Research Corp
|
491,086 | $104,925,433 | |
| 4 | AMAT |
Applied Materials Inc /De
|
236,660 | $80,888,020 | |
| 5 | TER |
Teradyne, Inc
|
204,235 | $60,547,507 | |
| 6 | Q |
Qnity Electronics, Inc.
This page
|
47,509 | $5,481,587 | |
| 7 | AMKR |
Amkor Technology, Inc.
|
121,377 | $5,465,605 | |
| 8 | ONTO |
Onto Innovation Inc.
|
26,604 | $5,455,681 |
All Filings in Q
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,481,587 | 47,509 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,212,322 | 51,590 | Shares | Other | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||