Position in AMAT
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$26,998,266
+$14,088,175 QoQ
Shares Held
37,342
-1.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.44%
of 13F equity value
Holder Rank
#598
of 3,487 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in AMAT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026GHP Investment Advisors, Inc. holds $65,185,972 across 13 Semiconductor Equipment & Materials names. AMAT ranks #1 (41.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
This page
|
37,342 | $26,998,266 | |
| 2 | KLAC |
Kla Corp
|
75,833 | $22,879,574 | |
| 3 | TER |
Teradyne, Inc
|
18,214 | $8,812,661 | |
| 4 | NVMI |
Nova Ltd.
|
6,614 | $3,591,005 | |
| 5 | AMKR |
Amkor Technology, Inc.
|
22,904 | $1,975,011 | |
| 6 | ASML |
Asml Holding NV
|
342 | $680,388 | |
| 7 | KLIC |
Kulicke & Soffa Industries Inc
|
887 | $118,645 | |
| 8 | Q |
Qnity Electronics, Inc.
|
451 | $73,652 |
All Filings in AMAT
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,998,266 | 37,342 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $12,910,091 | 37,772 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $9,188,676 | 35,755 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $7,136,007 | 34,854 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $5,328,068 | 29,104 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $3,652,960 | 25,172 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $3,543,219 | 21,787 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $4,633,208 | 22,931 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $5,521,930 | 23,399 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $4,161,308 | 20,178 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $2,707,217 | 16,704 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $993,655 | 7,177 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $552,576 | 3,823 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $207,705 | 1,691 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $164,669 | 1,691 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $138,543 | 1,691 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $109,176 | 1,200 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $185,706 | 1,409 | Shares | Sole | 2022-04-28 | |
| No filing history on record for this holder in this stock. | ||||||