STATE OF MICHIGAN RETIREMENT SYSTEM
PensionPosition in Q — Qnity Electronics, Inc.
CIK 762152
EAST LANSING, MI
Position in Q
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$8,761,091
+$2,444,383 QoQ
Shares Held
53,647
-2.0% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#227
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, 2026STATE OF MICHIGAN RETIREMENT SYSTEM holds $477,654,909 across 10 Semiconductor Equipment & Materials names. Q ranks #5 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
223,051 | $161,265,873 | |
| 2 | LRCX |
Lam Research Corp
|
358,800 | $155,478,804 | |
| 3 | KLAC |
Kla Corp
|
378,480 | $114,191,200 | |
| 4 | TER |
Teradyne, Inc
|
43,135 | $20,870,438 | |
| 5 | Q |
Qnity Electronics, Inc.
This page
|
53,647 | $8,761,091 | |
| 6 | ENTG |
Entegris Inc
|
35,700 | $6,421,002 | |
| 7 | ONTO |
Onto Innovation Inc.
|
11,600 | $4,390,020 | |
| 8 | ASML |
Asml Holding NV
|
1,646 | $3,274,618 |
All Filings in Q
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,761,091 | 53,647 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $6,316,708 | 54,747 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $4,478,257 | 54,847 | Shares | Sole | 2026-01-29 | |
| No filing history on record for this holder in this stock. | ||||||