Position in TER
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,635,960
+$1,326,497 QoQ
Shares Held
5,448
+23.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#523
of 1,417 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in TER Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026EP Wealth Advisors, LLC holds $126,570,664 across 9 Semiconductor Equipment & Materials names. TER ranks #6 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
66,386 | $47,997,078 | |
| 2 | ASML |
Asml Holding NV
|
12,011 | $23,895,162 | |
| 3 | LRCX |
Lam Research Corp
|
54,320 | $23,538,485 | |
| 4 | KLAC |
Kla Corp
|
74,937 | $22,609,242 | |
| 5 | AMKR |
Amkor Technology, Inc.
|
37,835 | $3,262,512 | |
| 6 | TER |
Teradyne, Inc
This page
|
5,448 | $2,635,960 | |
| 7 | Q |
Qnity Electronics, Inc.
|
8,559 | $1,397,770 | |
| 8 | ONTO |
Onto Innovation Inc.
|
1,927 | $729,273 |
All Filings in TER
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,635,960 | 5,448 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,309,463 | 4,417 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $848,373 | 4,383 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $357,252 | 3,973 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $363,770 | 4,404 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $471,192 | 3,742 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $467,817 | 3,493 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $448,873 | 3,027 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $226,224 | 2,005 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $837,014 | 7,713 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $852,302 | 8,484 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $827,961 | 7,437 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,098,859 | 10,221 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $818,993 | 9,376 | Shares | Sole | 2023-06-12 | |
| 2022-06-30 | $996,154 | 11,124 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,325,003 | 11,207 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $1,846,417 | 11,291 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $1,308,729 | 11,988 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $1,594,257 | 11,901 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $913,330 | 7,506 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $905,289 | 7,551 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $600,002 | 7,551 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $633,064 | 7,491 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $451,777 | 8,340 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||