Position in Q
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$85,574
+$30,884 QoQ
Shares Held
524
+10.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,032
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, 2026CVA Family Office, LLC holds $7,601,755 across 15 Semiconductor Equipment & Materials names. Q ranks #6 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
6,496 | $2,814,911 | |
| 2 | AMAT |
Applied Materials Inc /De
|
2,566 | $1,855,218 | |
| 3 | KLAC |
Kla Corp
|
4,958 | $1,495,878 | |
| 4 | ASML |
Asml Holding NV
|
468 | $931,057 | |
| 5 | TER |
Teradyne, Inc
|
527 | $254,983 | |
| 6 | Q |
Qnity Electronics, Inc.
This page
|
524 | $85,574 | |
| 7 | AMKR |
Amkor Technology, Inc.
|
636 | $54,842 | |
| 8 | ENTG |
Entegris Inc
|
203 | $36,511 |
All Filings in Q
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $85,574 | 524 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $54,690 | 474 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $37,640 | 461 | Shares | Sole | 2026-01-12 | |
| No filing history on record for this holder in this stock. | ||||||