BCV Asset Management Inc.

Position in Q — Qnity Electronics, Inc.

CIK 2110721 WINNIPEG, A2

Position in Q

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$14,241,775

New position

Shares Held

87,207

first reported quarter

Ownership

0.042%

of shares outstanding

% of Portfolio

0.43%

of 13F equity value

Holder Rank

#185

of 1,314 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

BCV Asset Management Inc. holds $210,424,561 across 4 Semiconductor Equipment & Materials names. Q ranks #3 (6.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De	161,516	$116,776,068
2	ASML	Asml Holding NV	39,695	$78,970,816
3	Q	Qnity Electronics, Inc. This page	87,207	$14,241,775
4	PLAB	Photronics Inc	13,400	$435,902

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,241,775	87,207	—	Shares	Sole	2026-08-10
No filing history on record for this holder in this stock.