Position in Q
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$8,037,301
+$1,431,450 QoQ
Shares Held
49,215
-14.0% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#240
of 1,321 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in Q Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026GAMCO INVESTORS, INC. ET AL holds $37,611,489 across 6 Semiconductor Equipment & Materials names. Q ranks #3 (21.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
15,770 | $11,401,710 | |
| 2 | ASML |
Asml Holding NV
|
5,104 | $10,154,101 | |
| 3 | Q |
Qnity Electronics, Inc.
This page
|
49,215 | $8,037,301 | |
| 4 | ENTG |
Entegris Inc
|
19,956 | $3,589,286 | |
| 5 | LRCX |
Lam Research Corp
|
7,869 | $3,409,873 | |
| 6 | AMBA |
Ambarella Inc
|
11,879 | $1,019,218 |
All Filings in Q
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,037,301 | 49,215 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $6,605,851 | 57,253 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,794,079 | 58,715 | Shares | Sole | 2026-02-05 | |
| No filing history on record for this holder in this stock. | ||||||