Position in Q
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$625,640
+$184,081 QoQ
Shares Held
3,831
+0.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#636
of 1,312 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in Q Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026ROTHSCHILD INVESTMENT LLC holds $22,772,378 across 25 Semiconductor Equipment & Materials names. Q ranks #7 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KLAC |
Kla Corp
|
19,583 | $5,908,386 | |
| 2 | LRCX |
Lam Research Corp
|
10,377 | $4,496,665 | |
| 3 | AMAT |
Applied Materials Inc /De
|
6,074 | $4,391,502 | |
| 4 | TER |
Teradyne, Inc
|
7,977 | $3,859,591 | |
| 5 | AMKR |
Amkor Technology, Inc.
|
17,550 | $1,513,336 | |
| 6 | ASML |
Asml Holding NV
|
479 | $952,941 | |
| 7 | Q |
Qnity Electronics, Inc.
This page
|
3,831 | $625,640 | |
| 8 | IPGP |
Ipg Photonics Corp
|
3,618 | $424,463 |
All Filings in Q
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $625,640 | 3,831 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $441,559 | 3,827 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $309,045 | 3,785 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||