NWAM LLC

Position in Q — Qnity Electronics, Inc.

CIK 1655006 MERCER ISLAND, WA

Position in Q

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$294,937

+$70,754 QoQ

Shares Held

1,806

-7.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#847

of 1,314 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

NWAM LLC holds $14,104,577 across 6 Semiconductor Equipment & Materials names. Q ranks #6 (2.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De	6,721	$4,859,283
2	ASML	Asml Holding NV	2,422	$4,818,423
3	LRCX	Lam Research Corp	6,751	$2,925,410
4	KLAC	Kla Corp	2,352	$709,621
5	TER	Teradyne, Inc	1,027	$496,903
6	Q	Qnity Electronics, Inc. This page	1,806	$294,937

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$294,937	1,806	-7.1%	Shares	Sole	2026-07-23
2026-03-31	$224,183	1,943	—	Shares	Sole	2026-05-04
No filing history on record for this holder in this stock.