Position in TER
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$12,816,921
+$9,327,588 QoQ
Shares Held
26,490
+125.1% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#296
of 1,416 holders
Holding Since
Jun 2023
9 quarters on record
Voting authority
Sole 17%
Shared 0%
None 83%
Common Shares in TER Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Orion Porfolio Solutions, LLC holds $195,672,206 across 19 Semiconductor Equipment & Materials names. TER ranks #5 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
74,515 | $53,874,345 | |
| 2 | LRCX |
Lam Research Corp
|
85,197 | $36,918,416 | |
| 3 | KLAC |
Kla Corp
|
100,933 | $30,452,495 | |
| 4 | ASML |
Asml Holding NV
|
14,593 | $29,031,896 | |
| 5 | TER |
Teradyne, Inc
This page
|
26,490 | $12,816,921 | |
| 6 | ENTG |
Entegris Inc
|
55,337 | $9,952,912 | |
| 7 | FORM |
Formfactor Inc
|
30,055 | $4,806,696 | |
| 8 | Q |
Qnity Electronics, Inc.
|
20,002 | $3,266,526 |
All Filings in TER
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,816,921 | 26,490 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,489,333 | 11,770 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,066,709 | 5,511 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $685,584 | 4,981 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $830,411 | 9,235 | Shares | Sole | 2025-08-27 | |
| 2024-09-30 | $205,448 | 1,534 | Shares | Sole | 2025-07-31 | |
| 2024-06-30 | $213,389 | 1,439 | Shares | Sole | 2025-07-31 | |
| 2023-09-30 | $259,990 | 2,588 | Shares | Sole | 2025-07-31 | |
| 2023-06-30 | $257,283 | 2,311 | Shares | Sole | 2025-07-31 | |
| No filing history on record for this holder in this stock. | ||||||