FOURPATH CAPITAL MANAGEMENT, LLC

Position in Q — Qnity Electronics, Inc.

CIK 1894484 OKLAHOMA CITY, OK

Position in Q

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$700,926

+$205,716 QoQ

Shares Held

4,292

0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#600

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

FOURPATH CAPITAL MANAGEMENT, LLC holds $13,021,730 across 3 Semiconductor Equipment & Materials names. Q ranks #3 (5.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De	9,144	$6,611,112
2	ASML	Asml Holding NV	2,870	$5,709,692
3	Q	Qnity Electronics, Inc. This page	4,292	$700,926

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$700,926	4,292	0.0%	Shares	Sole	2026-07-22
2026-03-31	$495,210	4,292	-4.5%	Shares	Sole	2026-05-01
2025-12-31	$367,098	4,496	—	Shares	Sole	2026-01-23
No filing history on record for this holder in this stock.