FOCUSED ALPHA, LLC

Position in UCTT — Ultra Clean Holdings, Inc.

CIK 2105062 DENVER, CO

Position in UCTT

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$414,366

New position

Shares Held

2,906

first reported quarter

Ownership

0.006%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#275

of 435 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

FOCUSED ALPHA, LLC holds $5,139,017 across 5 Semiconductor Equipment & Materials names. UCTT ranks #5 (8.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De	2,868	$2,073,564
2	LRCX	Lam Research Corp	3,094	$1,340,723
3	TER	Teradyne, Inc	1,779	$860,751
4	ASML	Asml Holding NV	226	$449,613
5	UCTT	Ultra Clean Holdings, Inc. This page	2,906	$414,366

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$414,366	2,906	—	Shares	Sole	2026-08-07
No filing history on record for this holder in this stock.