Position in Q
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$819,652
+$246,560 QoQ
Shares Held
5,019
+1.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#560
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, 2026Mutual Advisors, LLC holds $30,626,995 across 7 Semiconductor Equipment & Materials names. Q ranks #6 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
19,057 | $8,257,969 | |
| 2 | AMAT |
Applied Materials Inc /De
|
10,904 | $7,883,592 | |
| 3 | ASML |
Asml Holding NV
|
3,377 | $6,718,338 | |
| 4 | KLAC |
Kla Corp
|
18,560 | $5,599,737 | |
| 5 | TER |
Teradyne, Inc
|
2,355 | $1,139,443 | |
| 6 | Q |
Qnity Electronics, Inc.
This page
|
5,019 | $819,652 | |
| 7 | KLIC |
Kulicke & Soffa Industries Inc
|
1,557 | $208,264 |
All Filings in Q
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $819,652 | 5,019 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $573,092 | 4,967 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $414,863 | 5,081 | Shares | Sole | 2026-02-02 | |
| No filing history on record for this holder in this stock. | ||||||