Position in Q
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$34,620
+$10,506 QoQ
Shares Held
212
+1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,108
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, 2026SJS Investment Consulting Inc. holds $1,441,994 across 19 Semiconductor Equipment & Materials names. Q ranks #7 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
1,754 | $760,060 | |
| 2 | ASML |
Asml Holding NV
|
93 | $185,017 | |
| 3 | AMAT |
Applied Materials Inc /De
|
180 | $130,140 | |
| 4 | KLAC |
Kla Corp
|
403 | $121,589 | |
| 5 | TER |
Teradyne, Inc
|
210 | $101,605 | |
| 6 | ENTG |
Entegris Inc
|
343 | $61,691 | |
| 7 | Q |
Qnity Electronics, Inc.
This page
|
212 | $34,620 | |
| 8 | ONTO |
Onto Innovation Inc.
|
38 | $14,381 |
All Filings in Q
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,620 | 212 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $24,114 | 209 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $13,145 | 161 | Shares | Sole | 2026-01-21 | |
| No filing history on record for this holder in this stock. | ||||||