Position in TER
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$559,802
+$230,435 QoQ
Shares Held
1,157
+4.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#864
of 1,417 holders
Holding Since
Mar 2020
21 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, 2026B. Riley Wealth Advisors, Inc. holds $18,154,463 across 9 Semiconductor Equipment & Materials names. TER ranks #5 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
17,554 | $7,606,674 | |
| 2 | AMAT |
Applied Materials Inc /De
|
6,705 | $4,847,715 | |
| 3 | KLAC |
Kla Corp
|
7,462 | $2,251,360 | |
| 4 | ASML |
Asml Holding NV
|
704 | $1,400,565 | |
| 5 | TER |
Teradyne, Inc
This page
|
1,157 | $559,802 | |
| 6 | AEHR |
Aehr Test Systems
|
4,950 | $475,497 | |
| 7 | Q |
Qnity Electronics, Inc.
|
2,563 | $418,563 | |
| 8 | ENTG |
Entegris Inc
|
1,822 | $327,704 |
All Filings in TER
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $559,802 | 1,157 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $329,367 | 1,111 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $214,270 | 1,107 | Shares | Sole | 2026-02-17 | |
| 2024-06-30 | $278,043 | 1,875 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $490,584 | 4,348 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $309,282 | 2,850 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $436,800 | 4,348 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $371,396 | 3,336 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $426,277 | 3,965 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $384,951 | 4,407 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $371,541 | 4,944 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $1,053,734 | 11,767 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $1,310,461 | 11,084 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $2,000,462 | 12,233 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $1,193,118 | 10,929 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $1,713,482 | 12,791 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $678,244 | 5,574 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $1,398,996 | 11,669 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $1,143,191 | 14,387 | Shares | Other | 2020-11-09 | |
| 2020-06-30 | $619,796 | 7,334 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $250,102 | 4,617 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||