Position in Q
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,064,401
+$1,774,798 QoQ
Shares Held
12,641
+403.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#402
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, 2026BOKF, NA holds $99,240,580 across 8 Semiconductor Equipment & Materials names. Q ranks #5 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
71,988 | $52,047,324 | |
| 2 | KLAC |
Kla Corp
|
72,955 | $22,011,252 | |
| 3 | LRCX |
Lam Research Corp
|
42,094 | $18,240,592 | |
| 4 | TER |
Teradyne, Inc
|
6,829 | $3,304,143 | |
| 5 | Q |
Qnity Electronics, Inc.
This page
|
12,641 | $2,064,401 | |
| 6 | ACLS |
Axcelis Technologies Inc
|
4,166 | $789,248 | |
| 7 | PLAB |
Photronics Inc
|
23,868 | $776,426 | |
| 8 | ENTG |
Entegris Inc
|
40 | $7,194 |
All Filings in Q
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,064,401 | 12,641 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $289,603 | 2,510 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $311,168 | 3,811 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||