Position in Q
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$690,964
+$202,792 QoQ
Shares Held
4,231
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#604
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, 2026LEAVELL INVESTMENT MANAGEMENT, INC. holds $26,163,298 across 6 Semiconductor Equipment & Materials names. Q ranks #6 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
28,449 | $12,327,805 | |
| 2 | ASML |
Asml Holding NV
|
2,882 | $5,733,565 | |
| 3 | AMAT |
Applied Materials Inc /De
|
6,500 | $4,699,500 | |
| 4 | KLAC |
Kla Corp
|
6,167 | $1,860,645 | |
| 5 | ACLS |
Axcelis Technologies Inc
|
4,491 | $850,819 | |
| 6 | Q |
Qnity Electronics, Inc.
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|
4,231 | $690,964 |
All Filings in Q
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $690,964 | 4,231 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $488,172 | 4,231 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $371,752 | 4,553 | Shares | Sole | 2026-02-09 | |
| No filing history on record for this holder in this stock. | ||||||