Position in Q
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$2,327,984
+$874,773 QoQ
Shares Held
14,255
+13.2% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#386
of 1,314 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in Q Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Sequoia Financial Advisors, LLC holds $119,578,724 across 19 Semiconductor Equipment & Materials names. Q ranks #7 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
54,921 | $39,707,883 | |
| 2 | LRCX |
Lam Research Corp
|
67,276 | $29,152,709 | |
| 3 | KLAC |
Kla Corp
|
54,263 | $16,371,689 | |
| 4 | ASML |
Asml Holding NV
|
5,611 | $11,162,747 | |
| 5 | ONTO |
Onto Innovation Inc.
|
21,878 | $8,279,729 | |
| 6 | TER |
Teradyne, Inc
|
9,114 | $4,409,717 | |
| 7 | Q |
Qnity Electronics, Inc.
This page
|
14,255 | $2,327,984 | |
| 8 | AMKR |
Amkor Technology, Inc.
|
16,104 | $1,388,647 |
All Filings in Q
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,327,984 | 14,255 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,453,211 | 12,595 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,390,662 | 17,032 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||