Position in TER
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$5,367,406
+$2,405,554 QoQ
Shares Held
18,105
+18.3% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 95.69179784589892.ToString("F0")%
Shared 0.ToString("F0")%
None 4.308202154101077.ToString("F0")%
Common Shares in TER Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026STIFEL FINANCIAL CORP holds $775,915,935 across 21 Semiconductor Equipment & Materials names. TER ranks #7 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
|
248,817 | $328,644,955 | |
| 2 | AMAT |
Applied Materials Inc /De
|
714,857 | $244,330,970 | |
| 3 | LRCX |
Lam Research Corp
|
697,140 | $148,950,929 | |
| 4 | Q |
Qnity Electronics, Inc.
|
115,205 | $13,292,350 | |
| 5 | ONTO |
Onto Innovation Inc.
|
35,004 | $7,178,269 | |
| 6 | KLAC |
Kla Corp
|
47,681 | $7,020,596 | |
| 7 | TER |
Teradyne, Inc
This page
|
18,105 | $5,367,406 | |
| 8 | ENTG |
Entegris Inc
|
45,617 | $5,348,135 |
All Filings in TER
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,367,406 | 18,105 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $2,961,852 | 15,302 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $2,168,379 | 15,754 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $1,541,677 | 17,145 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $11,010,330 | 133,297 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $17,416,749 | 138,316 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $24,059,318 | 179,641 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $26,954,079 | 181,766 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $23,698,360 | 210,036 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $21,970,307 | 202,454 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $20,174,576 | 200,822 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $20,154,625 | 181,035 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $19,424,152 | 180,673 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $15,902,241 | 182,052 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $14,328,623 | 190,667 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $16,558,869 | 184,912 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $21,894,066 | 185,182 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $30,794,497 | 188,311 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $19,293,831 | 176,732 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $22,098,576 | 164,964 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $18,926,471 | 155,543 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $22,463,069 | 187,364 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $13,183,685 | 165,916 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $13,209,841 | 156,311 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $7,039,228 | 129,947 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||