Position in Q
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$794,993
+$481,275 QoQ
Shares Held
4,868
+79.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#569
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, 2026MISSION WEALTH MANAGEMENT, LP holds $156,937,807 across 10 Semiconductor Equipment & Materials names. Q ranks #7 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
123,042 | $88,959,366 | |
| 2 | LRCX |
Lam Research Corp
|
89,293 | $38,693,335 | |
| 3 | KLAC |
Kla Corp
|
54,926 | $16,571,723 | |
| 4 | ASML |
Asml Holding NV
|
2,900 | $5,769,375 | |
| 5 | TER |
Teradyne, Inc
|
7,599 | $3,676,700 | |
| 6 | AMKR |
Amkor Technology, Inc.
|
11,301 | $974,485 | |
| 7 | Q |
Qnity Electronics, Inc.
This page
|
4,868 | $794,993 | |
| 8 | KLIC |
Kulicke & Soffa Industries Inc
|
5,128 | $685,921 |
All Filings in Q
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $794,993 | 4,868 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $313,718 | 2,719 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $227,721 | 2,789 | Shares | Sole | 2026-02-05 | |
| No filing history on record for this holder in this stock. | ||||||