Position in Q
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,413,832
+$1,105,309 QoQ
Shares Held
20,904
+4.5% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#334
of 1,314 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 12%
Shared 0%
None 88%
Common Shares in Q Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Sanctuary Advisors, LLC holds $150,126,642 across 11 Semiconductor Equipment & Materials names. Q ranks #5 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
125,503 | $54,384,214 | |
| 2 | KLAC |
Kla Corp
|
128,932 | $38,900,073 | |
| 3 | ASML |
Asml Holding NV
|
18,678 | $37,158,758 | |
| 4 | TER |
Teradyne, Inc
|
18,990 | $9,188,121 | |
| 5 | Q |
Qnity Electronics, Inc.
This page
|
20,904 | $3,413,832 | |
| 6 | FORM |
Formfactor Inc
|
14,007 | $2,240,139 | |
| 7 | ENTG |
Entegris Inc
|
11,132 | $2,002,201 | |
| 8 | ONTO |
Onto Innovation Inc.
|
3,963 | $1,499,797 |
All Filings in Q
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,413,832 | 20,904 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,308,523 | 20,008 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,473,455 | 18,046 | Shares | Sole | 2026-01-29 | |
| No filing history on record for this holder in this stock. | ||||||