Position in Q
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$15,258,379
+$4,197,591 QoQ
Shares Held
93,432
-2.5% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#174
of 1,312 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in Q Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Cullen/Frost Bankers, Inc. holds $229,039,093 across 13 Semiconductor Equipment & Materials names. Q ranks #5 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KLAC |
Kla Corp
|
337,368 | $101,787,299 | |
| 2 | LRCX |
Lam Research Corp
|
113,089 | $49,004,856 | |
| 3 | AMAT |
Applied Materials Inc /De
|
58,680 | $42,425,640 | |
| 4 | ASML |
Asml Holding NV
|
9,873 | $19,641,740 | |
| 5 | Q |
Qnity Electronics, Inc.
This page
|
93,432 | $15,258,379 | |
| 6 | TER |
Teradyne, Inc
|
1,010 | $488,678 | |
| 7 | AMKR |
Amkor Technology, Inc.
|
1,100 | $94,853 | |
| 8 | KLIC |
Kulicke & Soffa Industries Inc
|
657 | $87,880 |
All Filings in Q
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,258,379 | 93,432 | Shares | Defined | 2026-07-27 | |
| 2026-03-31 | $11,060,788 | 95,864 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $9,051,963 | 110,863 | Shares | Defined | 2026-02-06 | |
| No filing history on record for this holder in this stock. | ||||||