True North Advisors, LLC

Position in Q — Qnity Electronics, Inc.

CIK 1634556 Dallas, TX

Position in Q

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$3,360,266

+$997,169 QoQ

Shares Held

20,576

+0.5% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.53%

of 13F equity value

Holder Rank

#337

of 1,314 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

True North Advisors, LLC holds $20,421,011 across 5 Semiconductor Equipment & Materials names. Q ranks #3 (16.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp	14,675	$6,359,117
2	AMAT	Applied Materials Inc /De	6,947	$5,022,681
3	Q	Qnity Electronics, Inc. This page	20,576	$3,360,266
4	KLAC	Kla Corp	10,567	$3,188,169
5	ASML	Asml Holding NV	1,252	$2,490,778

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,360,266	20,576	+0.5%	Shares	Sole	2026-07-22
2026-03-31	$2,363,097	20,481	-0.3%	Shares	Sole	2026-05-07
2025-12-31	$1,677,417	20,544	—	Shares	Sole	2026-01-22
No filing history on record for this holder in this stock.