Ballast, Inc.

Position in Q — Qnity Electronics, Inc.

CIK 1730477 Lexington, KY

Position in Q

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$406,805

+$111,779 QoQ

Shares Held

2,491

-2.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#754

of 1,314 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Ballast, Inc. holds $1,651,386 across 3 Semiconductor Equipment & Materials names. Q ranks #3 (24.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp	1,504	$651,728
2	ASML	Asml Holding NV	298	$592,853
3	Q	Qnity Electronics, Inc. This page	2,491	$406,805

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$406,805	2,491	-2.6%	Shares	Sole	2026-07-10
2026-03-31	$295,026	2,557	-11.6%	Shares	Sole	2026-05-15
2025-12-31	$236,050	2,891	—	Shares	Sole	2026-02-03
No filing history on record for this holder in this stock.