Perigon Wealth Management, LLC
Position in Q — Qnity Electronics, Inc.
CIK 1575239
SAN FRANCISCO, CA
Position in Q
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$791,073
+$265,633 QoQ
Shares Held
4,844
+6.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#571
of 1,314 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 12%
Shared 0%
None 88%
Common Shares in Q Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Perigon Wealth Management, LLC holds $61,867,174 across 13 Semiconductor Equipment & Materials names. Q ranks #8 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
43,232 | $18,733,722 | |
| 2 | AMAT |
Applied Materials Inc /De
|
24,431 | $17,663,613 | |
| 3 | KLAC |
Kla Corp
|
51,053 | $15,403,200 | |
| 4 | ASML |
Asml Holding NV
|
2,008 | $3,994,795 | |
| 5 | TER |
Teradyne, Inc
|
2,820 | $1,364,428 | |
| 6 | ICHR |
Ichor Holdings, Ltd.
|
9,037 | $1,014,674 | |
| 7 | UCTT |
Ultra Clean Holdings, Inc.
|
6,378 | $909,439 | |
| 8 | Q |
Qnity Electronics, Inc.
This page
|
4,844 | $791,073 |
All Filings in Q
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $791,073 | 4,844 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $525,440 | 4,554 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $362,117 | 4,435 | Shares | Sole | 2026-01-16 | |
| No filing history on record for this holder in this stock. | ||||||