Position in TER
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$2,255,178
+$886,423 QoQ
Shares Held
4,661
+1.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#556
of 1,416 holders
Holding Since
Dec 2020
6 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, 2026CONTRAVISORY INVESTMENT MANAGEMENT, INC. holds $42,568,606 across 8 Semiconductor Equipment & Materials names. TER ranks #4 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KLAC |
Kla Corp
|
78,226 | $23,601,566 | |
| 2 | ASML |
Asml Holding NV
|
5,614 | $11,168,715 | |
| 3 | LRCX |
Lam Research Corp
|
5,237 | $2,269,349 | |
| 4 | TER |
Teradyne, Inc
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|
4,661 | $2,255,178 | |
| 5 | AMAT |
Applied Materials Inc /De
|
2,664 | $1,926,072 | |
| 6 | KLIC |
Kulicke & Soffa Industries Inc
|
4,972 | $665,054 | |
| 7 | ACMR |
ACM Research, Inc.
|
5,216 | $661,858 | |
| 8 | ONTO |
Onto Innovation Inc.
|
55 | $20,814 |
All Filings in TER
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,255,178 | 4,661 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,368,755 | 4,617 | Shares | Sole | 2026-04-20 | |
| 2021-09-30 | $83,296 | 763 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $87,877 | 656 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $47,698 | 392 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $64,980 | 542 | Shares | Sole | 2021-01-13 | |
| No filing history on record for this holder in this stock. | ||||||