Position in Q
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,199,675
+$356,132 QoQ
Shares Held
7,346
+0.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#492
of 1,314 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in Q Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Composition Wealth, LLC holds $33,043,205 across 7 Semiconductor Equipment & Materials names. Q ranks #5 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
31,078 | $22,469,394 | |
| 2 | KLAC |
Kla Corp
|
10,179 | $3,071,106 | |
| 3 | LRCX |
Lam Research Corp
|
6,717 | $2,910,677 | |
| 4 | ASML |
Asml Holding NV
|
1,405 | $2,795,163 | |
| 5 | Q |
Qnity Electronics, Inc.
This page
|
7,346 | $1,199,675 | |
| 6 | TER |
Teradyne, Inc
|
775 | $374,976 | |
| 7 | AMKR |
Amkor Technology, Inc.
|
2,577 | $222,214 |
All Filings in Q
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,199,675 | 7,346 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $843,543 | 7,311 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $592,615 | 7,258 | Shares | Sole | 2026-02-02 | |
| No filing history on record for this holder in this stock. | ||||||