Position in Q
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$663,201
+$391,482 QoQ
Shares Held
4,061
+72.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#621
of 1,314 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 47%
Shared 53%
None 0%
Common Shares in Q Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Belpointe Asset Management LLC holds $22,333,397 across 9 Semiconductor Equipment & Materials names. Q ranks #7 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KLAC |
Kla Corp
|
18,443 | $5,564,437 | |
| 2 | AMAT |
Applied Materials Inc /De
|
7,031 | $5,083,413 | |
| 3 | LRCX |
Lam Research Corp
|
9,570 | $4,146,968 | |
| 4 | ASML |
Asml Holding NV
|
1,836 | $3,652,611 | |
| 5 | TER |
Teradyne, Inc
|
2,598 | $1,257,016 | |
| 6 | ENTG |
Entegris Inc
|
6,907 | $1,242,293 | |
| 7 | Q |
Qnity Electronics, Inc.
This page
|
4,061 | $663,201 | |
| 8 | AEHR |
Aehr Test Systems
|
4,289 | $412,001 |
All Filings in Q
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $663,201 | 4,061 | Shares | Other | 2026-07-31 | |
| 2026-03-31 | $271,719 | 2,355 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $206,247 | 2,526 | Shares | Sole | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||