Position in TER
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,229,437
+$423,956 QoQ
Shares Held
2,541
-6.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#687
of 1,417 holders
Holding Since
Dec 2020
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TER Over Time
Shares Held
Position Value (USD)
Derivatives in TER
reported options exposure · as of Dec 31, 2020CallValue
$2,337,855
CallShares
19,500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Crestwood Advisors Group, LLC holds $408,305,058 across 7 Semiconductor Equipment & Materials names. TER ranks #6 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
240,264 | $173,710,872 | |
| 2 | LRCX |
Lam Research Corp
|
267,669 | $115,989,007 | |
| 3 | KLAC |
Kla Corp
|
364,068 | $109,842,955 | |
| 4 | ENTG |
Entegris Inc
|
24,152 | $4,343,978 | |
| 5 | ASML |
Asml Holding NV
|
1,226 | $2,439,053 | |
| 6 | TER |
Teradyne, Inc
This page
|
2,541 | $1,229,437 | |
| 7 | Q |
Qnity Electronics, Inc.
|
4,591 | $749,756 |
All Filings in TER
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,229,437 | 2,541 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $805,481 | 2,717 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $354,408 | 1,831 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $359,515 | 2,612 | Shares | Sole | 2025-11-07 | |
| 2024-12-31 | $255,113 | 2,026 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $224,064 | 1,673 | Shares | Sole | 2024-10-30 | |
| 2020-12-31 | $119,410 | 996 | Shares | Sole | 2021-02-09 | |
| 2020-12-31 | $2,337,855 | 19,500 | Call | Sole | 2021-02-09 | |
| No filing history on record for this holder in this stock. | ||||||