Position in Q
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$39,847
+$11,810 QoQ
Shares Held
244
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,102
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, 2026MV CAPITAL MANAGEMENT, INC. holds $14,899,594 across 12 Semiconductor Equipment & Materials names. Q ranks #6 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
28,912 | $12,528,436 | |
| 2 | AMAT |
Applied Materials Inc /De
|
2,182 | $1,577,586 | |
| 3 | KLAC |
Kla Corp
|
2,132 | $643,245 | |
| 4 | TER |
Teradyne, Inc
|
105 | $50,803 | |
| 5 | ASML |
Asml Holding NV
|
22 | $43,767 | |
| 6 | Q |
Qnity Electronics, Inc.
This page
|
244 | $39,847 | |
| 7 | AMKR |
Amkor Technology, Inc.
|
122 | $10,520 | |
| 8 | ENTG |
Entegris Inc
|
22 | $3,956 |
All Filings in Q
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,847 | 244 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $28,037 | 243 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $21,392 | 262 | Shares | Sole | 2026-02-23 | |
| No filing history on record for this holder in this stock. | ||||||