Position in TER
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,895,685
+$991,186 QoQ
Shares Held
3,918
+28.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#597
of 1,417 holders
Holding Since
Jun 2020
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TER Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Morse Asset Management, Inc holds $44,647,581 across 8 Semiconductor Equipment & Materials names. TER ranks #4 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KLAC |
Kla Corp
|
90,995 | $27,454,101 | |
| 2 | LRCX |
Lam Research Corp
|
22,591 | $9,789,358 | |
| 3 | AMAT |
Applied Materials Inc /De
|
3,228 | $2,333,844 | |
| 4 | TER |
Teradyne, Inc
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|
3,918 | $1,895,685 | |
| 5 | NVMI |
Nova Ltd.
|
3,351 | $1,819,391 | |
| 6 | Q |
Qnity Electronics, Inc.
|
6,959 | $1,136,474 | |
| 7 | ONTO |
Onto Innovation Inc.
|
415 | $157,056 | |
| 8 | ASML |
Asml Holding NV
|
31 | $61,672 |
All Filings in TER
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,895,685 | 3,918 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $904,499 | 3,051 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $531,515 | 2,746 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $146,173 | 1,062 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,575 | 62 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $5,121 | 62 | Shares | Sole | 2025-05-05 | |
| 2023-03-31 | $409,075 | 3,805 | Shares | Sole | 2023-05-03 | |
| 2021-12-31 | $211,771 | 1,295 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $401,880 | 3,000 | Shares | Sole | 2021-08-13 | |
| 2020-06-30 | $881,016 | 10,425 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||