Position in TER
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$2,209,697
+$1,051,428 QoQ
Shares Held
4,567
+16.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#561
of 1,417 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TER Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $177,900,332 across 10 Semiconductor Equipment & Materials names. TER ranks #6 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
|
46,773 | $93,052,072 | |
| 2 | LRCX |
Lam Research Corp
|
74,789 | $32,408,317 | |
| 3 | AMAT |
Applied Materials Inc /De
|
37,339 | $26,996,097 | |
| 4 | KLAC |
Kla Corp
|
62,064 | $18,725,329 | |
| 5 | Q |
Qnity Electronics, Inc.
|
19,562 | $3,194,670 | |
| 6 | TER |
Teradyne, Inc
This page
|
4,567 | $2,209,697 | |
| 7 | ONTO |
Onto Innovation Inc.
|
1,291 | $488,578 | |
| 8 | ENTG |
Entegris Inc
|
1,956 | $351,806 |
All Filings in TER
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,209,697 | 4,567 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $1,158,269 | 3,907 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $605,455 | 3,128 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $391,172 | 2,842 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $237,208 | 2,638 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $290,256 | 3,514 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $407,225 | 3,234 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $503,175 | 3,757 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $509,821 | 3,438 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $320,324 | 2,839 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $322,738 | 2,974 | Shares | Defined | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||