Position in TER
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$13,063
+$7,837 QoQ
Shares Held
27
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,331
of 1,417 holders
Holding Since
Mar 2021
11 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, 2026Concord Wealth Partners holds $20,385,168 across 8 Semiconductor Equipment & Materials names. TER ranks #7 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
12,645 | $9,142,335 | |
| 2 | LRCX |
Lam Research Corp
|
16,017 | $6,940,646 | |
| 3 | KLAC |
Kla Corp
|
12,502 | $3,771,978 | |
| 4 | ASML |
Asml Holding NV
|
233 | $463,539 | |
| 5 | Q |
Qnity Electronics, Inc.
|
147 | $24,006 | |
| 6 | NVMI |
Nova Ltd.
|
31 | $16,831 | |
| 7 | TER |
Teradyne, Inc
This page
|
27 | $13,063 | |
| 8 | ENTG |
Entegris Inc
|
71 | $12,770 |
All Filings in TER
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,063 | 27 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $5,226 | 27 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $3,716 | 27 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,427 | 27 | Shares | Sole | 2025-07-25 | |
| 2023-12-31 | $182,096 | 1,678 | Shares | Sole | 2024-04-30 | |
| 2023-09-30 | $150,489 | 1,498 | Shares | Sole | 2024-04-30 | |
| 2022-03-31 | $26,128 | 221 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $38,266 | 234 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $2,401 | 22 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $15,137 | 113 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $4,502 | 37 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||