Position in Q
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,961,524
+$2,479,937 QoQ
Shares Held
48,751
+2.6% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#241
of 1,314 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 39%
Shared 7%
None 54%
Common Shares in Q Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Cerity Partners LLC holds $1,042,290,551 across 21 Semiconductor Equipment & Materials names. Q ranks #8 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KLAC |
Kla Corp
|
1,061,884 | $320,381,020 | |
| 2 | LRCX |
Lam Research Corp
|
485,639 | $210,441,944 | |
| 3 | AMAT |
Applied Materials Inc /De
|
260,363 | $188,242,449 | |
| 4 | ASML |
Asml Holding NV
|
94,239 | $187,482,825 | |
| 5 | TER |
Teradyne, Inc
|
186,605 | $90,286,961 | |
| 6 | AMKR |
Amkor Technology, Inc.
|
128,987 | $11,122,547 | |
| 7 | ONTO |
Onto Innovation Inc.
|
21,125 | $7,994,755 | |
| 8 | Q |
Qnity Electronics, Inc.
This page
|
48,751 | $7,961,524 |
All Filings in Q
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,961,524 | 48,751 | Shares | Defined | 2026-08-14 | |
| 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. | ||||||