Position in TER
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,320,883
+$373,694 QoQ
Shares Held
2,730
-14.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#669
of 1,416 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 13%
Shared 0%
None 87%
Common Shares in TER Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026AXXCESS WEALTH MANAGEMENT, LLC holds $47,069,224 across 8 Semiconductor Equipment & Materials names. TER ranks #6 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
29,325 | $21,201,975 | |
| 2 | LRCX |
Lam Research Corp
|
27,030 | $11,712,909 | |
| 3 | ASML |
Asml Holding NV
|
3,297 | $6,559,183 | |
| 4 | KLAC |
Kla Corp
|
11,648 | $3,514,318 | |
| 5 | Q |
Qnity Electronics, Inc.
|
13,531 | $2,209,747 | |
| 6 | TER |
Teradyne, Inc
This page
|
2,730 | $1,320,883 | |
| 7 | ONTO |
Onto Innovation Inc.
|
750 | $283,837 | |
| 8 | ENTG |
Entegris Inc
|
1,481 | $266,372 |
All Filings in TER
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,320,883 | 2,730 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $947,189 | 3,195 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $762,626 | 3,940 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $642,916 | 4,671 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $219,674 | 2,443 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $253,169 | 3,065 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $924,756 | 7,344 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,251,575 | 9,345 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,395,853 | 9,413 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,105,057 | 9,794 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,019,870 | 9,398 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,050,208 | 10,454 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $614,986 | 5,524 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $540,130 | 5,024 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $442,165 | 5,062 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $208,841 | 2,779 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $351,573 | 3,926 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $988,521 | 8,361 | Shares | Sole | 2022-08-11 | |
| 2021-12-31 | $1,588,203 | 9,712 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||