Position in Q
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$4,996,299
+$3,177,056 QoQ
Shares Held
43,303
+94.3% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 88%
Shared 12%
None 0%
Common Shares in Q Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026Vestmark Advisory Solutions, Inc. holds $49,864,030 across 11 Semiconductor Equipment & Materials names. Q ranks #4 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
|
15,983 | $21,110,824 | |
| 2 | TER |
Teradyne, Inc
|
27,122 | $8,040,588 | |
| 3 | AMAT |
Applied Materials Inc /De
|
16,945 | $5,791,630 | |
| 4 | Q |
Qnity Electronics, Inc.
This page
|
43,303 | $4,996,299 | |
| 5 | LRCX |
Lam Research Corp
|
16,009 | $3,420,481 | |
| 6 | NVMI |
Nova Ltd.
|
5,859 | $2,544,446 | |
| 7 | ICHR |
Ichor Holdings, Ltd.
|
39,955 | $1,862,302 | |
| 8 | ONTO |
Onto Innovation Inc.
|
6,255 | $1,282,711 |
All Filings in Q
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,996,299 | 43,303 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,819,243 | 22,281 | Shares | Sole | 2026-02-06 | |
| No filing history on record for this holder in this stock. | ||||||