Position in TER
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,676,700
+$1,982,432 QoQ
Shares Held
7,599
+33.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#472
of 1,416 holders
Holding Since
Mar 2021
19 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 Mar 31, 2025CallValue
$0
CallShares
0
PutValue
$941,640
PutShares
11,400
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, 2026MISSION WEALTH MANAGEMENT, LP holds $156,937,807 across 10 Semiconductor Equipment & Materials names. TER ranks #5 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
123,042 | $88,959,366 | |
| 2 | LRCX |
Lam Research Corp
|
89,293 | $38,693,335 | |
| 3 | KLAC |
Kla Corp
|
54,926 | $16,571,723 | |
| 4 | ASML |
Asml Holding NV
|
2,900 | $5,769,375 | |
| 5 | TER |
Teradyne, Inc
This page
|
7,599 | $3,676,700 | |
| 6 | AMKR |
Amkor Technology, Inc.
|
11,301 | $974,485 | |
| 7 | Q |
Qnity Electronics, Inc.
|
4,868 | $794,993 | |
| 8 | KLIC |
Kulicke & Soffa Industries Inc
|
5,128 | $685,921 |
All Filings in TER
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,676,700 | 7,599 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,694,268 | 5,715 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,396,728 | 7,216 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $964,030 | 7,004 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $629,619 | 7,002 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,076,195 | 13,029 | Shares | Sole | 2025-04-17 | |
| 2025-03-31 | $941,640 | 11,400 | Put | Sole | 2025-04-17 | |
| 2024-12-31 | $1,561,408 | 12,400 | Put | Sole | 2025-02-06 | |
| 2024-12-31 | $1,752,806 | 13,920 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,714,304 | 12,800 | Put | Sole | 2024-10-31 | |
| 2024-09-30 | $1,942,252 | 14,502 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $2,140,417 | 14,434 | Shares | Sole | 2024-08-05 | |
| 2023-06-30 | $250,715 | 2,252 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $368,651 | 3,429 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $297,339 | 3,404 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $229,658 | 3,056 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $279,933 | 3,126 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $325,487 | 2,753 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $449,707 | 2,750 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $300,217 | 2,750 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $389,421 | 2,907 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $349,830 | 2,875 | Shares | Sole | 2021-05-10 | |
| No filing history on record for this holder in this stock. | ||||||