Position in Q
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$24,006
+$12,004 QoQ
Shares Held
147
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,141
of 1,314 holders
Holding Since
Dec 2025
2 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, 2026Concord Wealth Partners holds $20,385,168 across 8 Semiconductor Equipment & Materials names. Q ranks #5 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
12,645 | $9,142,335 | |
| 2 | LRCX |
Lam Research Corp
|
16,017 | $6,940,646 | |
| 3 | KLAC |
Kla Corp
|
12,502 | $3,771,978 | |
| 4 | ASML |
Asml Holding NV
|
233 | $463,539 | |
| 5 | Q |
Qnity Electronics, Inc.
This page
|
147 | $24,006 | |
| 6 | NVMI |
Nova Ltd.
|
31 | $16,831 | |
| 7 | TER |
Teradyne, Inc
|
27 | $13,063 | |
| 8 | ENTG |
Entegris Inc
|
71 | $12,770 |
All Filings in Q
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,006 | 147 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $12,002 | 147 | Shares | Sole | 2026-01-29 | |
| No filing history on record for this holder in this stock. | ||||||