Position in AMAT
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$871,215
+$391,001 QoQ
Shares Held
1,205
-14.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#2,222
of 3,487 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AMAT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026MCDONALD PARTNERS LLC holds $7,110,669 across 7 Semiconductor Equipment & Materials names. AMAT ranks #3 (12.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
9,600 | $4,159,968 | |
| 2 | AMBA |
Ambarella Inc
|
17,946 | $1,539,766 | |
| 3 | AMAT |
Applied Materials Inc /De
This page
|
1,205 | $871,215 | |
| 4 | Q |
Qnity Electronics, Inc.
|
2,317 | $378,389 | |
| 5 | ASML |
Asml Holding NV
|
62 | $123,345 | |
| 6 | TER |
Teradyne, Inc
|
75 | $36,288 | |
| 7 | ATOM |
Atomera Inc
|
195 | $1,698 |
All Filings in AMAT
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $871,215 | 1,205 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $480,214 | 1,405 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $361,070 | 1,405 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $287,659 | 1,405 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $257,213 | 1,405 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $211,149 | 1,455 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $236,626 | 1,455 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $293,982 | 1,455 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $343,365 | 1,455 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $300,064 | 1,455 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $250,398 | 1,545 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $219,443 | 1,585 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $236,322 | 1,635 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $203,897 | 1,660 | Shares | Sole | 2023-04-19 | |
| No filing history on record for this holder in this stock. | ||||||