We are selling 75 shares of Qnity Electronics at roughly $145. Following the trade, Jim Cramer’s Charitable Trust will own 850 shares of Qnity, decreasing its weight in the portfolio to 3.25% from 3.55%. We are ringing the register as Qnity surges to new record highs. Semiconductors have been the strongest cohort in the market since the end of March, with the Philadelphia Semiconductor Sector index up about 42% since March 30. Qnity Electronics, the leading pure-play provider of materials and chemicals for the semiconductor industry, has kept pace with the group, rallying 36% over the same time span. Qnity’s 78% gain this year ranks as the 14th best performer in the S & P 500 , one spot ahead of GE Vernova . These two companies share a similar bond: both have skyrocketed since their spin-offs from their parent companies. Qnity was spun out of DuPont in November 2025, while GE Vernova came out of GE in April 2024. The success of these two spins is why we are such big fans of industrial breakups. Honeywell on Thursday moved up its timeline for separating its aerospace business, a positive update that offset the sting of a soft earnings report. We’re pleased to see Qnity gain recognition in the market as a critical supplier to the semiconductor and electronics industry, but we’re taking profits because the stock has gone parabolic since the Iran war de-escalated. It’s rallied about 30% since our previous sale in February, and we don’t want to be too greedy. Qnity is scheduled to report its first-quarter earnings on May 12after the closing bell. From this sale, we will realize a gain of 64% on the stock purchased in August 2023. (Jim Cramer’s Charitable Trust is long Q. See here for a full list of the stocks.) As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust’s portfolio. If Jim has talked about a stock on CNBC TV, he waits 72 hours after issuing the trade alert before executing the trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB. NO SPECIFIC OUTCOME OR PROFIT IS GUARANTEED.
