Position in TER
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$6,349,432
+$2,950,815 QoQ
Shares Held
13,123
+14.5% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#394
of 1,416 holders
Holding Since
Dec 2020
21 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, 2026Integrated Wealth Concepts LLC holds $108,910,098 across 27 Semiconductor Equipment & Materials names. TER ranks #6 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
44,064 | $31,858,272 | |
| 2 | LRCX |
Lam Research Corp
|
66,947 | $29,010,143 | |
| 3 | ASML |
Asml Holding NV
|
6,692 | $13,313,331 | |
| 4 | ONTO |
Onto Innovation Inc.
|
31,090 | $11,766,010 | |
| 5 | KLAC |
Kla Corp
|
21,866 | $6,597,190 | |
| 6 | TER |
Teradyne, Inc
This page
|
13,123 | $6,349,432 | |
| 7 | AMKR |
Amkor Technology, Inc.
|
42,233 | $3,641,751 | |
| 8 | Q |
Qnity Electronics, Inc.
|
15,130 | $2,470,880 |
All Filings in TER
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,349,432 | 13,123 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,398,617 | 11,464 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $838,501 | 4,332 | Shares | Other | 2026-02-13 | |
| 2025-03-31 | $341,633 | 4,136 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $461,874 | 3,668 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $500,496 | 3,737 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $552,231 | 3,724 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $254,657 | 2,257 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $268,261 | 2,472 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $308,814 | 3,074 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $348,462 | 3,130 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $339,086 | 3,154 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $261,962 | 2,999 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $201,777 | 2,685 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $241,068 | 2,692 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $309,407 | 2,617 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $402,610 | 2,462 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $311,134 | 2,850 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $388,350 | 2,899 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $322,817 | 2,653 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $300,564 | 2,507 | Shares | Other | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||