Position in TER
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$285,465
-$817,916 QoQ
Shares Held
590
-94.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,074
of 1,413 holders
Holding Since
Mar 2020
8 quarters on record
Voting authority
Sole 25%
Shared 0%
None 75%
Common Shares in TER Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Keel Point, LLC holds $11,929,142 across 8 Semiconductor Equipment & Materials names. TER ranks #7 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
8,581 | $3,718,404 | |
| 2 | AMAT |
Applied Materials Inc /De
|
4,683 | $3,385,809 | |
| 3 | KLAC |
Kla Corp
|
5,885 | $1,775,563 | |
| 4 | ASML |
Asml Holding NV
|
669 | $1,330,935 | |
| 5 | AMBA |
Ambarella Inc
|
9,835 | $843,843 | |
| 6 | FORM |
Formfactor Inc
|
2,388 | $381,912 | |
| 7 | TER |
Teradyne, Inc
This page
|
590 | $285,465 | |
| 8 | ACMR |
ACM Research, Inc.
|
1,633 | $207,211 |
All Filings in TER
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $285,465 | 590 | Shares | Sole | 2026-08-14 | |
| 2021-09-30 | $1,103,381 | 10,107 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $1,353,665 | 10,105 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $1,229,819 | 10,107 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,207,172 | 10,069 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $798,652 | 10,051 | Shares | Sole | 2020-11-18 | |
| 2020-06-30 | $830,226 | 9,824 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $532,166 | 9,824 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||