Position in TER
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$57,551,483
+$22,684,553 QoQ
Shares Held
194,129
+7.8% QoQ
Ownership
0.124%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 99.91861082063988.ToString("F0")%
Shared 0.ToString("F0")%
None 0.0813891793601162.ToString("F0")%
Common Shares in TER Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026FULLER & THALER ASSET MANAGEMENT, INC. holds $407,918,300 across 10 Semiconductor Equipment & Materials names. TER ranks #3 (14.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FORM |
Formfactor Inc
|
1,137,356 | $110,312,158 | |
| 2 | IPGP |
Ipg Photonics Corp
|
551,992 | $63,252,763 | |
| 3 | TER |
Teradyne, Inc
This page
|
194,129 | $57,551,483 | |
| 4 | KLIC |
Kulicke & Soffa Industries Inc
|
873,817 | $57,427,253 | |
| 5 | LRCX |
Lam Research Corp
|
158,556 | $33,877,074 | |
| 6 | UCTT |
Ultra Clean Holdings, Inc.
|
475,073 | $29,540,039 | |
| 7 | AMAT |
Applied Materials Inc /De
|
82,906 | $28,336,441 | |
| 8 | KLAC |
Kla Corp
|
17,970 | $26,459,207 |
All Filings in TER
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $57,551,483 | 194,129 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $34,866,930 | 180,135 | Shares | Sole | 2026-02-18 | |
| 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. | ||||||