One Capital Management, LLC

Position in Q — Qnity Electronics, Inc.

CIK 1606588 WESTLAKE VILLAGE, CA

Position in Q

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$20,839,499

+$6,116,204 QoQ

Shares Held

127,607

0.0% QoQ

Ownership

0.061%

of shares outstanding

% of Portfolio

1.44%

of 13F equity value

Holder Rank

#143

of 1,314 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

One Capital Management, LLC holds $55,329,190 across 6 Semiconductor Equipment & Materials names. Q ranks #2 (37.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ASML	Asml Holding NV	11,495	$22,868,611
2	Q	Qnity Electronics, Inc. This page	127,607	$20,839,499
3	ONTO	Onto Innovation Inc.	18,252	$6,907,469
4	LRCX	Lam Research Corp	8,229	$3,565,872
5	KLAC	Kla Corp	2,526	$762,119
6	TER	Teradyne, Inc	797	$385,620

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$20,839,499	127,607	0.0%	Shares	Sole	2026-08-13
2026-03-31	$14,723,295	127,607	+8.1%	Shares	Sole	2026-05-13
2025-12-31	$9,641,476	118,083	—	Shares	Sole	2026-02-10
No filing history on record for this holder in this stock.