Position in Q
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,487,264
+$436,499 QoQ
Shares Held
9,107
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#450
of 1,314 holders
Holding Since
Dec 2025
3 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, 2026MidFirst Bank holds $40,085,593 across 7 Semiconductor Equipment & Materials names. Q ranks #3 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
63,391 | $27,469,222 | |
| 2 | KLAC |
Kla Corp
|
28,900 | $8,719,419 | |
| 3 | Q |
Qnity Electronics, Inc.
This page
|
9,107 | $1,487,264 | |
| 4 | AMAT |
Applied Materials Inc /De
|
1,830 | $1,323,090 | |
| 5 | ASML |
Asml Holding NV
|
543 | $1,080,265 | |
| 6 | TER |
Teradyne, Inc
|
8 | $3,870 | |
| 7 | IPGP |
Ipg Photonics Corp
|
21 | $2,463 |
All Filings in Q
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,487,264 | 9,107 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,050,765 | 9,107 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $743,586 | 9,107 | Shares | Sole | 2026-02-25 | |
| No filing history on record for this holder in this stock. | ||||||