Parcion Private Wealth LLC

Position in Q — Qnity Electronics, Inc.

CIK 1801263 BELLEVUE, WA

Position in Q

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$2,527,875

+$747,101 QoQ

Shares Held

15,479

+0.3% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#374

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

Parcion Private Wealth LLC holds $38,940,642 across 6 Semiconductor Equipment & Materials names. Q ranks #3 (6.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KLAC	Kla Corp	103,076	$31,099,059
2	AMAT	Applied Materials Inc /De	3,831	$2,769,813
3	Q	Qnity Electronics, Inc. This page	15,479	$2,527,875
4	LRCX	Lam Research Corp	2,790	$1,208,990
5	TER	Teradyne, Inc	2,171	$1,050,416
6	ASML	Asml Holding NV	143	$284,489

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,527,875	15,479	+0.3%	Shares	Sole	2026-07-27
2026-03-31	$1,780,774	15,434	+3.6%	Shares	Sole	2026-04-22
2025-12-31	$1,215,931	14,892	—	Shares	Sole	2026-01-26
No filing history on record for this holder in this stock.