Creative Planning

Position in TER — Teradyne, Inc

CIK 1540235 OVERLAND PARK, KS

Back to TER Full portfolio

Position in TER

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$17,579,485

+$5,886,526 QoQ

Shares Held

59,298

-1.8% QoQ

Ownership

0.038%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 0.5531383857802962.ToString("F0")% Shared 0.ToString("F0")% None 99.4468616142197.ToString("F0")%

Common Shares in TER Over Time

Shares Held

Position Value (USD)

Derivatives in TER

reported options exposure · as of Sep 30, 2021

CallValue

$32,751

CallShares

300

PutValue

PutShares

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 Mar 31, 2026

Creative Planning holds $604,134,091 across 24 Semiconductor Equipment & Materials names. TER ranks #5 (2.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De	634,638	$216,912,921
2	LRCX	Lam Research Corp	714,502	$152,660,496
3	KLAC	Kla Corp	56,276	$82,861,344
4	ASML	Asml Holding NV	51,856	$68,492,959
5	TER	Teradyne, Inc This page	59,298	$17,579,485
6	ONTO	Onto Innovation Inc.	39,555	$8,111,543
7	Q	Qnity Electronics, Inc.	65,819	$7,594,196
8	ACLS	Axcelis Technologies Inc	77,712	$7,233,432

All Filings in TER

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28 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$17,579,485	59,298	-1.8%	Shares	Sole	2026-05-12
2025-12-31	$11,692,959	60,410	+12.5%	Shares	Sole	2026-02-17
2025-09-30	$7,389,340	53,686	+5.2%	Shares	Defined	2025-11-14
2025-06-30	$4,588,707	51,031	+99.1%	Shares	Defined	2025-08-08
2025-03-31	$2,117,285	25,633	+47.0%	Shares	Sole	2025-05-15
2024-12-31	$2,195,666	17,437	-15.6%	Shares	Defined	2025-02-14
2024-09-30	$2,765,654	20,650	+22.6%	Shares	Defined	2024-10-11
2024-06-30	$2,498,388	16,848	+17.0%	Shares	Sole	2024-08-15
2024-03-31	$1,624,412	14,397	+10.3%	Shares	Defined	2024-05-13
2023-12-31	$1,416,728	13,055	+7.1%	Shares	Defined	2024-02-14
2023-09-30	$1,224,506	12,189	+31.6%	Shares	Sole	2023-11-16
2023-06-30	$1,031,360	9,264	+30.0%	Shares	Defined	2023-07-21
2023-03-31	$765,901	7,124	+13.9%	Shares	Defined	2023-05-15
2022-12-31	$546,286	6,254	+11.7%	Shares	Sole	2023-02-10
2022-09-30	$420,915	5,601	+66.7%	Shares	Sole	2022-11-03
2022-06-30	$300,888	3,360	+6.7%	Shares	Sole	2022-08-15
2022-03-31	$372,188	3,148	-11.7%	Shares	Sole	2022-05-16
2021-12-31	$583,147	3,566	+4.4%	Shares	Sole	2022-02-11
2021-09-30	$372,815	3,415	+1038.3%	Shares	Sole	2021-11-10
2021-09-30	$32,751	300	-70.0%	Call	Sole	2021-11-10
2021-06-30	$133,960	1,000	-73.6%	Call	Sole	2021-08-04
2021-06-30	$507,038	3,785	-29.3%	Shares	Sole	2021-08-04
2021-03-31	$651,596	5,355	+971.0%	Shares	Sole	2021-04-30
2021-03-31	$60,840	500	-90.0%	Call	Sole	2021-04-30
2020-12-31	$599,689	5,002	+42.3%	Shares	Sole	2021-01-29
2020-09-30	$279,301	3,515	+339.4%	Shares	Sole	2020-11-05
2020-09-30	$63,568	800	-80.5%	Call	Sole	2020-11-05
2020-06-30	$346,491	4,100	—	Shares	Sole	2020-07-23
No filing history on record for this holder in this stock.