BEACON FINANCIAL GROUP

Position in Q — Qnity Electronics, Inc.

CIK 1591379 DALLAS, TX

Position in Q

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$413,174

+$121,263 QoQ

Shares Held

2,530

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#752

of 1,314 holders

Holding Since

Dec 2025

3 quarters on record

Technology · as of Jun 30, 2026

BEACON FINANCIAL GROUP holds $6,469,498 across 5 Semiconductor Equipment & Materials names. Q ranks #5 (6.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp	5,124	$2,220,382
2	KLAC	Kla Corp	5,149	$1,553,504
3	AMAT	Applied Materials Inc /De	2,070	$1,496,610
4	ASML	Asml Holding NV	395	$785,828
5	Q	Qnity Electronics, Inc. This page	2,530	$413,174

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$413,174	2,530	0.0%	Shares	Sole	2026-07-16
2026-03-31	$291,911	2,530	+0.1%	Shares	Sole	2026-04-30
2025-12-31	$206,329	2,527	—	Shares	Sole	2026-04-01
No filing history on record for this holder in this stock.