Position in Q
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$507,240
+$148,870 QoQ
Shares Held
3,106
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#683
of 1,314 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in Q Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026CAPITAL ADVISORS INC/OK holds $254,327,537 across 7 Semiconductor Equipment & Materials names. Q ranks #5 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
324,097 | $234,322,131 | |
| 2 | LRCX |
Lam Research Corp
|
40,347 | $17,483,565 | |
| 3 | ASML |
Asml Holding NV
|
423 | $841,533 | |
| 4 | TER |
Teradyne, Inc
|
1,057 | $511,418 | |
| 5 | Q |
Qnity Electronics, Inc.
This page
|
3,106 | $507,240 | |
| 6 | KLAC |
Kla Corp
|
1,480 | $446,530 | |
| 7 | VECO |
Veeco Instruments Inc
|
2,838 | $215,120 |
All Filings in Q
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $507,240 | 3,106 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $358,370 | 3,106 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $253,441 | 3,104 | Shares | Sole | 2026-01-15 | |
| No filing history on record for this holder in this stock. | ||||||