Position in Q
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$23,190
+$8,537 QoQ
Shares Held
142
+11.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,146
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, 2026Avion Wealth holds $513,879 across 18 Semiconductor Equipment & Materials names. Q ranks #4 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
203 | $146,769 | |
| 2 | LRCX |
Lam Research Corp
|
332 | $143,865 | |
| 3 | KLAC |
Kla Corp
|
402 | $121,287 | |
| 4 | Q |
Qnity Electronics, Inc.
This page
|
142 | $23,190 | |
| 5 | TER |
Teradyne, Inc
|
35 | $16,934 | |
| 6 | UCTT |
Ultra Clean Holdings, Inc.
|
87 | $12,405 | |
| 7 | ICHR |
Ichor Holdings, Ltd.
|
87 | $9,768 | |
| 8 | ACLS |
Axcelis Technologies Inc
|
42 | $7,956 |
All Filings in Q
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,190 | 142 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $14,653 | 127 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $10,369 | 127 | Shares | Sole | 2026-01-23 | |
| No filing history on record for this holder in this stock. | ||||||