Position in Q
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,226,294
+$364,060 QoQ
Shares Held
7,509
+0.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#487
of 1,314 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in Q Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $42,274,234 across 9 Semiconductor Equipment & Materials names. Q ranks #5 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
26,690 | $11,565,577 | |
| 2 | ASML |
Asml Holding NV
|
5,311 | $10,565,915 | |
| 3 | AMAT |
Applied Materials Inc /De
|
12,659 | $9,152,457 | |
| 4 | KLAC |
Kla Corp
|
24,558 | $7,409,394 | |
| 5 | Q |
Qnity Electronics, Inc.
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|
7,509 | $1,226,294 | |
| 6 | ENTG |
Entegris Inc
|
4,303 | $773,937 | |
| 7 | ICHR |
Ichor Holdings, Ltd.
|
5,895 | $661,890 | |
| 8 | TER |
Teradyne, Inc
|
1,275 | $616,896 |
All Filings in Q
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,226,294 | 7,509 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $862,234 | 7,473 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $287,163 | 3,517 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||