Position in Q
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$670,060
+$302,230 QoQ
Shares Held
4,103
+28.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#616
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, 2026Independent Advisor Alliance holds $69,336,207 across 9 Semiconductor Equipment & Materials names. Q ranks #7 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
45,610 | $19,764,180 | |
| 2 | AMAT |
Applied Materials Inc /De
|
24,353 | $17,607,219 | |
| 3 | ASML |
Asml Holding NV
|
7,738 | $15,394,285 | |
| 4 | KLAC |
Kla Corp
|
42,697 | $12,882,111 | |
| 5 | TER |
Teradyne, Inc
|
2,485 | $1,202,342 | |
| 6 | ONTO |
Onto Innovation Inc.
|
1,988 | $752,358 | |
| 7 | Q |
Qnity Electronics, Inc.
This page
|
4,103 | $670,060 | |
| 8 | CAMT |
Camtek Ltd
|
3,923 | $639,919 |
All Filings in Q
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $670,060 | 4,103 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $367,830 | 3,188 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $250,747 | 3,071 | Shares | Sole | 2026-02-04 | |
| No filing history on record for this holder in this stock. | ||||||