Position in TER
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$34,933,247
+$17,353,762 QoQ
Shares Held
72,200
+21.8% QoQ
Ownership
0.046%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#182
of 1,417 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TER Over Time
Shares Held
Position Value (USD)
Derivatives in TER
reported options exposure · as of Sep 30, 2021CallValue
$32,751
CallShares
300
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, 2026Creative Planning holds $1,250,491,469 across 26 Semiconductor Equipment & Materials names. TER ranks #5 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
667,761 | $482,791,203 | |
| 2 | LRCX |
Lam Research Corp
|
728,684 | $315,760,637 | |
| 3 | KLAC |
Kla Corp
|
573,640 | $173,072,923 | |
| 4 | ASML |
Asml Holding NV
|
59,795 | $118,958,558 | |
| 5 | TER |
Teradyne, Inc
This page
|
72,200 | $34,933,247 | |
| 6 | ACLS |
Axcelis Technologies Inc
|
83,477 | $15,814,717 | |
| 7 | ONTO |
Onto Innovation Inc.
|
41,540 | $15,720,812 | |
| 8 | FORM |
Formfactor Inc
|
72,666 | $11,621,473 |
All Filings in TER
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29 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,933,247 | 72,200 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $17,579,485 | 59,298 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $11,692,959 | 60,410 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $7,389,340 | 53,686 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $4,588,707 | 51,031 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $2,117,285 | 25,633 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,195,666 | 17,437 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,765,654 | 20,650 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $2,498,388 | 16,848 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,624,412 | 14,397 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,416,728 | 13,055 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,224,506 | 12,189 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $1,031,360 | 9,264 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $765,901 | 7,124 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $546,286 | 6,254 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $420,915 | 5,601 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $300,888 | 3,360 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $372,188 | 3,148 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $583,147 | 3,566 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $372,815 | 3,415 | Shares | Sole | 2021-11-10 | |
| 2021-09-30 | $32,751 | 300 | Call | Sole | 2021-11-10 | |
| 2021-06-30 | $13,000 | 1,000 | Call | Sole | 2021-08-04 | |
| 2021-06-30 | $507,038 | 3,785 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $651,596 | 5,355 | Shares | Sole | 2021-04-30 | |
| 2021-03-31 | $6,000 | 500 | Call | Sole | 2021-04-30 | |
| 2020-12-31 | $599,689 | 5,002 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $279,301 | 3,515 | Shares | Sole | 2020-11-05 | |
| 2020-09-30 | $3,000 | 800 | 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. | ||||||