Position in Q
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$660,425
+$174,445 QoQ
Shares Held
4,044
-4.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#622
of 1,314 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in Q Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026DAYMARK WEALTH PARTNERS, LLC holds $36,586,961 across 7 Semiconductor Equipment & Materials names. Q ranks #6 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
|
7,773 | $15,463,916 | |
| 2 | AMAT |
Applied Materials Inc /De
|
21,156 | $15,295,788 | |
| 3 | LRCX |
Lam Research Corp
|
6,691 | $2,899,411 | |
| 4 | TER |
Teradyne, Inc
|
2,092 | $1,012,193 | |
| 5 | KLAC |
Kla Corp
|
2,799 | $844,486 | |
| 6 | Q |
Qnity Electronics, Inc.
This page
|
4,044 | $660,425 | |
| 7 | ACMR |
ACM Research, Inc.
|
3,237 | $410,742 |
All Filings in Q
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $660,425 | 4,044 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $485,980 | 4,212 | Shares | Sole | 2026-05-11 | |
| No filing history on record for this holder in this stock. | ||||||