Position in Q
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$12,610,571
-$35,922,841 QoQ
Shares Held
109,296
-81.6% QoQ
Ownership
0.052%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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 Mar 31, 2026TORONTO DOMINION BANK holds $361,560,453 across 10 Semiconductor Equipment & Materials names. Q ranks #5 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
371,018 | $126,810,240 | |
| 2 | LRCX |
Lam Research Corp
|
534,150 | $114,126,486 | |
| 3 | KLAC |
Kla Corp
|
42,089 | $61,972,262 | |
| 4 | TER |
Teradyne, Inc
|
72,410 | $21,466,667 | |
| 5 | Q |
Qnity Electronics, Inc.
This page
|
109,296 | $12,610,571 | |
| 6 | COHU |
Cohu Inc
|
307,587 | $9,418,313 | |
| 7 | UCTT |
Ultra Clean Holdings, Inc.
|
129,863 | $8,074,881 | |
| 8 | ACLS |
Axcelis Technologies Inc
|
34,008 | $3,165,464 |
All Filings in Q
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,610,571 | 109,296 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $48,533,412 | 594,408 | Shares | Defined | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||