Oak Thistle LLC

Position in Q — Qnity Electronics, Inc.

CIK 1755987 NEW YORK, NY

Position in Q

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$2,439,198

New position

Shares Held

14,936

first reported quarter

Ownership

0.007%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#379

of 1,314 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Oak Thistle LLC holds $12,488,162 across 4 Semiconductor Equipment & Materials names. Q ranks #3 (19.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp	14,782	$6,405,484
2	AMAT	Applied Materials Inc /De	4,238	$3,064,074
3	Q	Qnity Electronics, Inc. This page	14,936	$2,439,198
4	ONTO	Onto Innovation Inc.	1,531	$579,406

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,439,198	14,936	—	Shares	Sole	2026-07-21
No filing history on record for this holder in this stock.