Kozak & Associates, Inc.

Position in Q — Qnity Electronics, Inc.

CIK 1764970 HIGHLANDS RANCH, CO

Position in Q

as of Jun 30, 2026 · filed Jul 2, 2026 Compact

Position Value

$1,306

+$383 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,284

of 1,314 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Kozak & Associates, Inc. holds $464,895 across 5 Semiconductor Equipment & Materials names. Q ranks #5 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp	930	$402,996
2	ASML	Asml Holding NV	13	$25,862
3	ACLS	Axcelis Technologies Inc	107	$20,271
4	AMAT	Applied Materials Inc /De	20	$14,460
5	Q	Qnity Electronics, Inc. This page	8	$1,306

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,306	8	0.0%	Shares	Sole	2026-07-02
2026-03-31	$923	8	—	Shares	Sole	2026-04-14
No filing history on record for this holder in this stock.