Position in TER
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$78,865
+$32,321 QoQ
Shares Held
163
+3.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,241
of 1,417 holders
Holding Since
Dec 2020
11 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, 2026Strategic Wealth Partners, Ltd. holds $5,341,920 across 10 Semiconductor Equipment & Materials names. TER ranks #6 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
6,594 | $2,857,378 | |
| 2 | AMAT |
Applied Materials Inc /De
|
1,868 | $1,350,564 | |
| 3 | ASML |
Asml Holding NV
|
403 | $801,744 | |
| 4 | Q |
Qnity Electronics, Inc.
|
891 | $145,509 | |
| 5 | UCTT |
Ultra Clean Holdings, Inc.
|
617 | $87,978 | |
| 6 | TER |
Teradyne, Inc
This page
|
163 | $78,865 | |
| 7 | KLAC |
Kla Corp
|
40 | $12,068 | |
| 8 | IPGP |
Ipg Photonics Corp
|
40 | $4,692 |
All Filings in TER
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $78,865 | 163 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $46,544 | 157 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $29,614 | 153 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $61,662 | 448 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $40,284 | 448 | Shares | Sole | 2025-08-11 | |
| 2022-03-31 | $1,011,221 | 8,553 | Shares | Sole | 2022-05-19 | |
| 2021-12-31 | $1,486,651 | 9,091 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $584,932 | 5,358 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $587,012 | 4,382 | Shares | Sole | 2021-08-25 | |
| 2021-03-31 | $487,328 | 4,005 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $377,893 | 3,152 | Shares | Sole | 2021-02-18 | |
| No filing history on record for this holder in this stock. | ||||||