Position in Q
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,136,474
+$483,539 QoQ
Shares Held
6,959
+23.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#502
of 1,314 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in Q Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Morse Asset Management, Inc holds $44,647,581 across 8 Semiconductor Equipment & Materials names. Q ranks #6 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KLAC |
Kla Corp
|
90,995 | $27,454,101 | |
| 2 | LRCX |
Lam Research Corp
|
22,591 | $9,789,358 | |
| 3 | AMAT |
Applied Materials Inc /De
|
3,228 | $2,333,844 | |
| 4 | TER |
Teradyne, Inc
|
3,918 | $1,895,685 | |
| 5 | NVMI |
Nova Ltd.
|
3,351 | $1,819,391 | |
| 6 | Q |
Qnity Electronics, Inc.
This page
|
6,959 | $1,136,474 | |
| 7 | ONTO |
Onto Innovation Inc.
|
415 | $157,056 | |
| 8 | ASML |
Asml Holding NV
|
31 | $61,672 |
All Filings in Q
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,136,474 | 6,959 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $652,935 | 5,659 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $40,743 | 499 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||