Position in TER
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$99,517,178
+$41,965,695 QoQ
Shares Held
205,682
+6.0% QoQ
Ownership
0.132%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#89
of 1,417 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TER Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026FULLER & THALER ASSET MANAGEMENT, INC. holds $725,853,616 across 10 Semiconductor Equipment & Materials names. TER ranks #2 (13.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FORM |
Formfactor Inc
|
1,184,611 | $189,454,837 | |
| 2 | TER |
Teradyne, Inc
This page
|
205,682 | $99,517,178 | |
| 3 | KLIC |
Kulicke & Soffa Industries Inc
|
687,501 | $91,960,133 | |
| 4 | ACMR |
ACM Research, Inc.
|
639,448 | $81,139,556 | |
| 5 | UCTT |
Ultra Clean Holdings, Inc.
|
492,608 | $70,240,974 | |
| 6 | AMAT |
Applied Materials Inc /De
|
83,302 | $60,227,346 | |
| 7 | KLAC |
Kla Corp
|
190,910 | $57,599,456 | |
| 8 | LRCX |
Lam Research Corp
|
123,660 | $53,585,587 |
All Filings in TER
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $99,517,178 | 205,682 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $57,551,483 | 194,129 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $34,866,930 | 180,135 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $33,552,365 | 243,769 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $26,683,580 | 296,748 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $15,835,989 | 191,719 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $13,099,961 | 104,034 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $8,562,948 | 63,936 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $13,313,327 | 89,779 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $12,622,969 | 111,876 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $11,008,919 | 101,446 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $8,879,659 | 88,390 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $5,627,174 | 50,545 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,793,333 | 44,585 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,272,305 | 37,462 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $3,202,366 | 42,613 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $7,765,238 | 86,714 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $9,810,843 | 82,981 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $8,918,762 | 54,539 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $6,038,520 | 55,313 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $7,173,558 | 53,550 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $6,416,186 | 52,730 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $4,943,544 | 41,234 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $3,053,488 | 38,428 | Shares | Sole | 2020-11-09 | |
| No filing history on record for this holder in this stock. | ||||||