Position in TER
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$221,114
+$221,114 QoQ
Shares Held
457
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,164
of 1,416 holders
Holding Since
Sep 2020
3 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in TER Over Time
Shares Held
Position Value (USD)
Derivatives in TER
reported options exposure · as of Jun 30, 2021CallValue
$223,000
CallShares
17,000
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, 2026Avidian Wealth Enterprises, LLC holds $27,626,736 across 7 Semiconductor Equipment & Materials names. TER ranks #7 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
45,906 | $19,892,446 | |
| 2 | ASML |
Asml Holding NV
|
1,791 | $3,563,086 | |
| 3 | AMAT |
Applied Materials Inc /De
|
2,987 | $2,159,601 | |
| 4 | KLAC |
Kla Corp
|
4,040 | $1,218,908 | |
| 5 | UCTT |
Ultra Clean Holdings, Inc.
|
2,412 | $343,927 | |
| 6 | Q |
Qnity Electronics, Inc.
|
1,394 | $227,654 | |
| 7 | TER |
Teradyne, Inc
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|
457 | $221,114 |
All Filings in TER
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $221,114 | 457 | Shares | Sole | 2026-07-24 | |
| 2021-06-30 | $223,000 | 17,000 | Call | Sole | 2021-08-09 | |
| 2020-09-30 | $29,400 | 370 | Shares | Sole | 2021-02-03 | |
| No filing history on record for this holder in this stock. | ||||||