Lavaca Capital LLC

Position in Q — Qnity Electronics, Inc.

CIK 1641447 HOUSTON, TX

Position in Q

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,450,029

+$573,488 QoQ

Shares Held

8,879

+16.9% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#454

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

Lavaca Capital LLC holds $1,990,970 across 6 Semiconductor Equipment & Materials names. Q ranks #1 (72.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	Q	Qnity Electronics, Inc. This page	8,879	$1,450,029
2	KLAC	Kla Corp	1,000	$301,710
3	ASML	Asml Holding NV	100	$198,943
4	PLAB	Photronics Inc	596	$19,387
5	COHU	Cohu Inc	223	$16,481
6	UCTT	Ultra Clean Holdings, Inc.	31	$4,420

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,450,029	8,879	+16.9%	Shares	Sole	2026-08-14
2026-03-31	$876,541	7,597	+18.8%	Shares	Sole	2026-05-13
2025-12-31	$521,988	6,393	—	Shares	Sole	2026-02-13
No filing history on record for this holder in this stock.