Position in AMAT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$12,302,568
+$5,965,435 QoQ
Shares Held
17,016
-62.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#842
of 3,487 holders
Holding Since
Mar 2020
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMAT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026SEGALL BRYANT & HAMILL, LLC holds $216,001,315 across 8 Semiconductor Equipment & Materials names. AMAT ranks #5 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IPGP |
Ipg Photonics Corp
|
498,810 | $58,520,389 | |
| 2 | ONTO |
Onto Innovation Inc.
|
113,576 | $42,982,837 | |
| 3 | COHU |
Cohu Inc
|
575,180 | $42,511,553 | |
| 4 | AMKR |
Amkor Technology, Inc.
|
327,997 | $28,283,181 | |
| 5 | AMAT |
Applied Materials Inc /De
This page
|
17,016 | $12,302,568 | |
| 6 | PLAB |
Photronics Inc
|
374,171 | $12,171,782 | |
| 7 | ENTG |
Entegris Inc
|
65,228 | $11,731,908 | |
| 8 | UCTT |
Ultra Clean Holdings, Inc.
|
52,578 | $7,497,097 |
All Filings in AMAT
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,302,568 | 17,016 | Shares | Sole | 2026-08-12 | |
| 2023-09-30 | $6,337,133 | 45,772 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $6,701,018 | 46,361 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $6,032,672 | 49,114 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,952,649 | 50,859 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $4,177,282 | 50,986 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $6,386,250 | 70,194 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $9,175,652 | 69,618 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $10,961,225 | 69,657 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $8,692,364 | 67,524 | Shares | Sole | 2021-12-30 | |
| 2021-06-30 | $6,432,208 | 45,170 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $5,912,601 | 44,256 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $3,792,194 | 43,942 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,644,217 | 44,478 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $2,611,319 | 43,198 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,932,733 | 42,181 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||