Position in TER
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$3,421,232
+$1,849,698 QoQ
Shares Held
7,071
+33.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#480
of 1,416 holders
Holding Since
Mar 2023
12 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, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $42,213,910 across 9 Semiconductor Equipment & Materials names. TER ranks #4 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
22,350 | $16,159,050 | |
| 2 | LRCX |
Lam Research Corp
|
33,461 | $14,499,655 | |
| 3 | ASML |
Asml Holding NV
|
2,029 | $4,036,573 | |
| 4 | TER |
Teradyne, Inc
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|
7,071 | $3,421,232 | |
| 5 | FORM |
Formfactor Inc
|
9,792 | $1,566,034 | |
| 6 | KLAC |
Kla Corp
|
3,597 | $1,085,250 | |
| 7 | Q |
Qnity Electronics, Inc.
|
4,802 | $784,214 | |
| 8 | ONTO |
Onto Innovation Inc.
|
1,145 | $433,325 |
All Filings in TER
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,421,232 | 7,071 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,571,534 | 5,301 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,459,829 | 7,542 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $218,709 | 1,589 | Shares | Sole | 2026-05-15 | |
| 2024-12-31 | $207,893 | 1,651 | Shares | Sole | 2026-06-12 | |
| 2024-09-30 | $237,056 | 1,770 | Shares | Sole | 2026-06-12 | |
| 2024-06-30 | $401,124 | 2,705 | Shares | Sole | 2026-06-12 | |
| 2024-03-31 | $376,513 | 3,337 | Shares | Sole | 2026-06-12 | |
| 2023-12-31 | $528,817 | 4,873 | Shares | Sole | 2026-06-12 | |
| 2023-09-30 | $315,143 | 3,137 | Shares | Sole | 2026-06-12 | |
| 2023-06-30 | $237,355 | 2,132 | Shares | Sole | 2026-06-12 | |
| 2023-03-31 | $260,389 | 2,422 | Shares | Sole | 2026-06-12 | |
| No filing history on record for this holder in this stock. | ||||||