Cambridge Investment Research Advisors, Inc.

Position in AMAT — Applied Materials Inc /De

CIK 1419186 FAIRFIELD, IA

Back to AMAT Full portfolio

Position in AMAT

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$98,969,301

+$50,265,252 QoQ

Shares Held

136,887

-3.9% QoQ

Ownership

0.017%

of shares outstanding

% of Portfolio

0.57%

of 13F equity value

Holder Rank

#320

of 3,498 holders

Holding Since

Mar 2020

26 quarters on record

Common Shares in AMAT Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Jun 30, 2026

Cambridge Investment Research Advisors, Inc. holds $323,307,627 across 22 Semiconductor Equipment & Materials names. AMAT ranks #1 (30.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De This page	136,887	$98,969,301
2	LRCX	Lam Research Corp	166,336	$72,078,378
3	ASML	Asml Holding NV	29,474	$58,636,751
4	KLAC	Kla Corp	186,043	$56,131,033
5	TER	Teradyne, Inc	19,340	$9,357,465
6	Q	Qnity Electronics, Inc.	35,181	$5,745,409
7	AMKR	Amkor Technology, Inc.	58,124	$5,012,032
8	ONTO	Onto Innovation Inc.	11,784	$4,459,654

All Filings in AMAT

Export CSV

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$98,969,301	136,887	-3.9%	Shares	Sole	2026-07-30
2026-03-31	$48,704,049	142,497	+3.2%	Shares	Sole	2026-04-30
2025-12-31	$35,497,771	138,129	+2.8%	Shares	Sole	2026-02-05
2025-09-30	$27,512,346	134,377	+3.3%	Shares	Sole	2025-11-12
2025-06-30	$23,824,180	130,137	+10.7%	Shares	Sole	2025-07-31
2025-03-31	$17,064,660	117,590	-8.8%	Shares	Sole	2025-04-22
2024-12-31	$20,976,667	128,984	-4.3%	Shares	Sole	2025-02-14
2024-09-30	$27,231,692	134,777	-1.4%	Shares	Sole	2024-10-28
2024-06-30	$32,251,809	136,666	+9.6%	Shares	Sole	2024-07-26
2024-03-31	$25,709,044	124,662	+12.4%	Shares	Sole	2024-04-24
2023-12-31	$17,969,511	110,875	+5.1%	Shares	Sole	2024-02-09
2023-09-30	$14,609,520	105,522	+4.6%	Shares	Sole	2023-10-24
2023-06-30	$14,575,269	100,839	+2.4%	Shares	Sole	2023-07-13
2023-03-31	$12,093,596	98,458	-3.1%	Shares	Sole	2023-05-11
2022-12-31	$9,897,703	101,640	-18.3%	Shares	Sole	2023-02-08
2022-09-30	$10,189,388	124,367	+1.7%	Shares	Sole	2022-10-17
2022-06-30	$11,124,488	122,274	+9.2%	Shares	Sole	2022-07-13
2022-03-31	$14,762,786	112,009	-0.9%	Shares	Sole	2022-05-12
2021-12-31	$17,778,060	112,977	+9.1%	Shares	Sole	2022-02-03
2021-09-30	$13,334,497	103,585	-7.2%	Shares	Sole	2021-11-02
2021-06-30	$15,894,972	111,622	+4.2%	Shares	Sole	2021-08-10
2021-03-31	$14,308,960	107,103	+40.5%	Shares	Sole	2021-05-07
2020-12-31	$6,577,613	76,218	-7.8%	Shares	Sole	2021-02-04
2020-09-30	$4,915,682	82,686	+12.6%	Shares	Sole	2020-10-29
2020-06-30	$4,439,568	73,442	-12.0%	Shares	Sole	2020-07-27
2020-03-31	$3,823,449	83,445	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.