Position in TER
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,678,924
+$686,376 QoQ
Shares Held
3,470
+3.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#626
of 1,416 holders
Holding Since
Sep 2025
4 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, 2026Summit Financial, LLC holds $79,796,901 across 7 Semiconductor Equipment & Materials names. TER ranks #5 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
55,314 | $39,992,022 | |
| 2 | ASML |
Asml Holding NV
|
8,672 | $17,252,422 | |
| 3 | LRCX |
Lam Research Corp
|
27,168 | $11,772,709 | |
| 4 | KLAC |
Kla Corp
|
28,281 | $8,532,660 | |
| 5 | TER |
Teradyne, Inc
This page
|
3,470 | $1,678,924 | |
| 6 | Q |
Qnity Electronics, Inc.
|
1,923 | $314,045 | |
| 7 | AMKR |
Amkor Technology, Inc.
|
2,947 | $254,119 |
All Filings in TER
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,678,924 | 3,470 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $992,548 | 3,348 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $342,214 | 1,768 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $248,577 | 1,806 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||