Position in TER
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,665,359
+$548,907 QoQ
Shares Held
3,442
-8.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#627
of 1,416 holders
Holding Since
Mar 2020
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TER Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026AE Wealth Management LLC holds $291,770,930 across 14 Semiconductor Equipment & Materials names. TER ranks #6 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
236,947 | $171,312,681 | |
| 2 | LRCX |
Lam Research Corp
|
196,200 | $85,019,303 | |
| 3 | KLAC |
Kla Corp
|
42,234 | $12,742,389 | |
| 4 | ENTG |
Entegris Inc
|
63,329 | $11,390,327 | |
| 5 | ASML |
Asml Holding NV
|
2,858 | $5,685,804 | |
| 6 | TER |
Teradyne, Inc
This page
|
3,442 | $1,665,359 | |
| 7 | UCTT |
Ultra Clean Holdings, Inc.
|
6,300 | $898,305 | |
| 8 | Q |
Qnity Electronics, Inc.
|
4,672 | $762,978 |
All Filings in TER
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,665,359 | 3,442 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $1,116,452 | 3,766 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $544,670 | 2,814 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $208,383 | 1,514 | Shares | Other | 2025-11-03 | |
| 2023-12-31 | $228,217 | 2,103 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $333,024 | 3,315 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $293,799 | 2,639 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $290,384 | 2,701 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $241,086 | 2,760 | Shares | Sole | 2023-01-31 | |
| 2022-03-31 | $241,898 | 2,046 | Shares | Sole | 2022-04-18 | |
| 2020-06-30 | $816,113 | 9,657 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $672,087 | 12,407 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||