Position in TER
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$837,526
+$286,111 QoQ
Shares Held
1,731
-6.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#773
of 1,417 holders
Holding Since
Mar 2022
14 quarters on record
Voting authority
Sole 28%
Shared 72%
None 0%
Common Shares in TER Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $54,440,694 across 15 Semiconductor Equipment & Materials names. TER ranks #9 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
|
8,310 | $16,532,245 | |
| 2 | AMAT |
Applied Materials Inc /De
|
21,409 | $15,478,707 | |
| 3 | LRCX |
Lam Research Corp
|
17,522 | $7,592,807 | |
| 4 | KLAC |
Kla Corp
|
18,710 | $5,644,993 | |
| 5 | ONTO |
Onto Innovation Inc.
|
6,030 | $2,282,053 | |
| 6 | VECO |
Veeco Instruments Inc
|
17,282 | $1,309,975 | |
| 7 | FORM |
Formfactor Inc
|
6,835 | $1,093,121 | |
| 8 | ENTG |
Entegris Inc
|
5,293 | $951,998 |
All Filings in TER
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $837,526 | 1,731 | Shares | Other | 2026-07-23 | |
| 2026-03-31 | $551,415 | 1,860 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $339,503 | 1,754 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $231,372 | 1,681 | Shares | Other | 2025-10-28 | |
| 2024-09-30 | $224,466 | 1,676 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $207,605 | 1,400 | Shares | Other | 2024-08-14 | |
| 2023-12-31 | $2,801,008 | 25,811 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $2,650,536 | 26,384 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,486,264 | 40,297 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,254,922 | 39,577 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $3,444,734 | 39,436 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,008,404 | 40,032 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,817,157 | 42,626 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,569,256 | 21,731 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||