Valeo Financial Advisors, LLC

Position in Q — Qnity Electronics, Inc.

CIK 1722641 CARMEL, IN

Position in Q

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$481,764

+$175,661 QoQ

Shares Held

2,950

+11.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#704

of 1,314 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Valeo Financial Advisors, LLC holds $17,041,554 across 5 Semiconductor Equipment & Materials names. Q ranks #5 (2.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De	7,064	$5,107,272
2	ASML	Asml Holding NV	2,567	$5,106,892
3	LRCX	Lam Research Corp	10,357	$4,487,998
4	KLAC	Kla Corp	6,157	$1,857,628
5	Q	Qnity Electronics, Inc. This page	2,950	$481,764

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$481,764	2,950	+11.2%	Shares	Sole	2026-07-08
2026-03-31	$306,103	2,653	-22.1%	Shares	Sole	2026-05-08
2025-12-31	$278,181	3,407	—	Shares	Sole	2026-02-04
No filing history on record for this holder in this stock.