TSFG, LLC

Position in Q — Qnity Electronics, Inc.

CIK 1800513 LAKE FOREST, IL

Position in Q

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$117,256

+$37,529 QoQ

Shares Held

718

+3.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,003

of 1,314 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

TSFG, LLC holds $300,769 across 4 Semiconductor Equipment & Materials names. Q ranks #2 (39.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De	180	$130,140
2	Q	Qnity Electronics, Inc. This page	718	$117,256
3	ASML	Asml Holding NV	22	$43,767
4	AEHR	Aehr Test Systems	100	$9,606

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$117,256	718	+3.9%	Shares	Sole	2026-07-23
2026-03-31	$79,727	691	0.0%	Shares	Sole	2026-04-27
2025-12-31	$56,420	691	—	Shares	Sole	2026-02-04
No filing history on record for this holder in this stock.