EXENCIAL WEALTH ADVISORS, LLC

Position in TER — Teradyne, Inc

CIK 1576151 OKLAHOMA CITY, OK

Position in TER

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$261,774

+$8,213 QoQ

Shares Held

883

-65.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Mar 31, 2026

EXENCIAL WEALTH ADVISORS, LLC holds $29,224,296 across 5 Semiconductor Equipment & Materials names. TER ranks #5 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ASML	Asml Holding NV	12,937	$17,087,577
2	KLAC	Kla Corp	53,780	$7,918,620
3	AMAT	Applied Materials Inc /De	8,661	$2,960,243
4	LRCX	Lam Research Corp	4,662	$996,082
5	TER	Teradyne, Inc This page	883	$261,774

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$261,774	883	-65.0%	Shares	Sole	2026-04-28
2023-09-30	$253,561	2,524	+0.2%	Shares	Sole	2023-11-08
2023-06-30	$280,440	2,519	-13.7%	Shares	Sole	2023-08-10
2023-03-31	$313,714	2,918	-9.0%	Shares	Sole	2023-05-02
2022-12-31	$280,218	3,208	-17.4%	Shares	Sole	2023-02-14
2022-09-30	$291,807	3,883	-59.9%	Shares	Sole	2022-11-08
2022-06-30	$867,918	9,692	-89.8%	Shares	Sole	2022-08-11
2022-03-31	$11,247,219	95,130	+18.9%	Shares	Sole	2022-05-12
2021-12-31	$13,079,292	79,981	-21.8%	Shares	Sole	2022-02-10
2021-09-30	$11,164,160	102,264	+36.7%	Shares	Sole	2021-11-04
2021-06-30	$10,019,136	74,792	+2.8%	Shares	Sole	2021-08-16
2021-03-31	$8,850,881	72,739	+1.2%	Shares	Sole	2021-05-06
2020-12-31	$8,620,810	71,906	-12.7%	Shares	Sole	2021-02-11
2020-09-30	$6,547,662	82,402	-3.3%	Shares	Sole	2020-11-13
2020-06-30	$7,204,562	85,251	+2.6%	Shares	Sole	2020-08-17
2020-03-31	$4,501,906	83,107	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.