STONERIDGE INVESTMENT PARTNERS LLC

Position in AMAT — Applied Materials Inc /De

CIK 1108831 RADNOR, PA

Position in AMAT

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$1,762

-$1,562,952 QoQ

Shares Held

3,471

-24.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#3,479

of 3,488 holders

Holding Since

Mar 2020

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

STONERIDGE INVESTMENT PARTNERS LLC holds $237,464 across 6 Semiconductor Equipment & Materials names. AMAT ranks #4 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMBA	Ambarella Inc	2,691	$230,887
2	LRCX	Lam Research Corp	7,770	$2,277
3	KLAC	Kla Corp	10,750	$1,965
4	AMAT	Applied Materials Inc /De This page	3,471	$1,762
5	UCTT	Ultra Clean Holdings, Inc.	4,164	$347
6	AEHR	Aehr Test Systems	2,831	$226

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,762	3,471	-24.2%	Shares	Sole	2026-08-06
2026-03-31	$1,564,714	4,578	-51.5%	Shares	Sole	2026-05-06
2025-12-31	$2,427,270	9,445	-4.7%	Shares	Sole	2026-02-05
2025-09-30	$2,030,201	9,916	+57.5%	Shares	Sole	2025-10-31
2025-06-30	$1,152,242	6,294	+25.3%	Shares	Sole	2025-08-11
2025-03-31	$728,937	5,023	-40.7%	Shares	Sole	2025-05-14
2024-09-30	$1,710,555	8,466	+5.5%	Shares	Sole	2024-10-30
2024-06-30	$1,893,583	8,024	-4.7%	Shares	Sole	2024-08-08
2024-03-31	$1,737,281	8,424	-66.9%	Shares	Sole	2024-05-06
2023-12-31	$4,126,302	25,460	+4.0%	Shares	Sole	2024-02-07
2023-09-30	$3,390,640	24,490	-2.8%	Shares	Sole	2023-11-03
2023-06-30	$3,643,564	25,208	+26.0%	Shares	Sole	2023-08-04
2023-03-31	$2,457,951	20,011	-26.0%	Shares	Sole	2023-04-28
2022-12-31	$2,634,713	27,056	+125.5%	Shares	Sole	2023-02-06
2022-06-30	$1,091,760	12,000	-18.3%	Shares	Sole	2022-08-01
2021-12-31	$2,310,831	14,685	-46.5%	Shares	Sole	2022-02-02
2021-09-30	$3,533,638	27,450	+58.7%	Shares	Sole	2021-11-03
2021-06-30	$2,463,520	17,300	+427.0%	Shares	Sole	2021-08-04
2020-12-31	$283,322	3,283	-22.9%	Shares	Sole	2021-02-02
2020-06-30	$257,396	4,258	-80.5%	Shares	Sole	2020-08-05
2020-03-31	$1,001,945	21,867	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.