Position in AMAT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,140,080
+$1,076,088 QoQ
Shares Held
2,960
-4.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,644
of 3,488 holders
Holding Since
Sep 2023
11 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, 2026Valmark Advisers, Inc. holds $8,608,097 across 7 Semiconductor Equipment & Materials names. AMAT ranks #2 (24.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KLAC |
Kla Corp
|
9,189 | $2,772,413 | |
| 2 | AMAT |
Applied Materials Inc /De
This page
|
2,960 | $2,140,080 | |
| 3 | ASML |
Asml Holding NV
|
650 | $1,293,135 | |
| 4 | TER |
Teradyne, Inc
|
1,491 | $721,405 | |
| 5 | LRCX |
Lam Research Corp
|
1,617 | $700,694 | |
| 6 | KLIC |
Kulicke & Soffa Industries Inc
|
4,500 | $601,920 | |
| 7 | ONTO |
Onto Innovation Inc.
|
1,000 | $378,450 |
All Filings in AMAT
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,140,080 | 2,960 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,063,992 | 3,113 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $681,023 | 2,650 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $537,442 | 2,625 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $413,555 | 2,259 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $270,793 | 1,866 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $302,817 | 1,862 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $363,487 | 1,799 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $342,893 | 1,453 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $223,553 | 1,084 | Shares | Sole | 2024-05-06 | |
| 2023-09-30 | $214,874 | 1,552 | Shares | Sole | 2023-11-08 | |
| No filing history on record for this holder in this stock. | ||||||