Position in AMAT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$9,908,715
+$4,593,881 QoQ
Shares Held
13,705
-11.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#923
of 3,488 holders
Holding Since
Mar 2020
25 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, 2026BRIGHTON JONES LLC holds $52,839,380 across 15 Semiconductor Equipment & Materials names. AMAT ranks #3 (18.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KLAC |
Kla Corp
|
49,814 | $15,029,381 | |
| 2 | LRCX |
Lam Research Corp
|
27,771 | $12,034,007 | |
| 3 | AMAT |
Applied Materials Inc /De
This page
|
13,705 | $9,908,715 | |
| 4 | TER |
Teradyne, Inc
|
11,390 | $5,510,937 | |
| 5 | ONTO |
Onto Innovation Inc.
|
9,147 | $3,461,682 | |
| 6 | ASML |
Asml Holding NV
|
1,433 | $2,850,867 | |
| 7 | AMKR |
Amkor Technology, Inc.
|
9,526 | $821,426 | |
| 8 | ENTG |
Entegris Inc
|
4,234 | $761,527 |
All Filings in AMAT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,908,715 | 13,705 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $5,314,834 | 15,550 | Shares | Sole | 2026-08-07 | |
| 2025-09-30 | $2,734,302 | 13,355 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $2,517,029 | 13,749 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $2,163,158 | 14,906 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $2,061,172 | 12,674 | Shares | Sole | 2025-03-04 | |
| 2024-09-30 | $2,000,901 | 9,903 | Shares | Sole | 2025-03-04 | |
| 2024-06-30 | $2,886,393 | 12,231 | Shares | Sole | 2025-03-04 | |
| 2024-03-31 | $1,895,047 | 9,189 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,529,778 | 9,439 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,193,854 | 8,623 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $1,312,278 | 9,079 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,134,457 | 9,236 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $883,626 | 9,074 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $535,494 | 6,536 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $594,008 | 6,529 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $841,543 | 6,385 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $944,160 | 6,000 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $681,882 | 5,297 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $843,720 | 5,925 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $795,988 | 5,958 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $506,408 | 5,868 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $344,691 | 5,798 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $299,287 | 4,951 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $263,465 | 5,750 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||