BRANDYWINE OAK PRIVATE WEALTH LLC

Position in Q — Qnity Electronics, Inc.

CIK 1764694 Kennett Square, PA

Position in Q

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$2,757,162

+$752,550 QoQ

Shares Held

16,883

-2.8% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

1.04%

of 13F equity value

Holder Rank

#363

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

BRANDYWINE OAK PRIVATE WEALTH LLC holds $4,700,998 across 5 Semiconductor Equipment & Materials names. Q ranks #1 (58.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	Q	Qnity Electronics, Inc. This page	16,883	$2,757,162
2	AMAT	Applied Materials Inc /De	1,062	$767,826
3	ASML	Asml Holding NV	287	$570,969
4	LRCX	Lam Research Corp	700	$303,331
5	KLAC	Kla Corp	1,000	$301,710

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,757,162	16,883	-2.8%	Shares	Sole	2026-07-16
2026-03-31	$2,004,612	17,374	-3.9%	Shares	Sole	2026-04-20
2025-12-31	$1,476,395	18,082	—	Shares	Sole	2026-02-03
No filing history on record for this holder in this stock.