Position in Q
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$19,297,689
+$5,469,974 QoQ
Shares Held
118,166
-1.4% QoQ
Ownership
0.056%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#147
of 1,314 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in Q Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Baird Financial Group, Inc. holds $732,645,194 across 12 Semiconductor Equipment & Materials names. Q ranks #7 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
|
126,484 | $251,632,315 | |
| 2 | LRCX |
Lam Research Corp
|
535,780 | $232,169,547 | |
| 3 | AMAT |
Applied Materials Inc /De
|
132,402 | $95,726,646 | |
| 4 | KLAC |
Kla Corp
|
219,391 | $66,192,457 | |
| 5 | TER |
Teradyne, Inc
|
53,029 | $25,657,549 | |
| 6 | ONTO |
Onto Innovation Inc.
|
66,489 | $25,162,760 | |
| 7 | Q |
Qnity Electronics, Inc.
This page
|
118,166 | $19,297,689 | |
| 8 | ATOM |
Atomera Inc
|
1,340,888 | $11,679,134 |
All Filings in Q
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,297,689 | 118,166 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $13,827,715 | 119,845 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $10,192,124 | 124,827 | Shares | Defined | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||