Position in AMAT
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$173,710,872
+$76,303,799 QoQ
Shares Held
240,264
-15.7% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
3.59%
of 13F equity value
Holder Rank
#238
of 3,488 holders
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMAT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Crestwood Advisors Group, LLC holds $408,305,058 across 7 Semiconductor Equipment & Materials names. AMAT ranks #1 (42.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
This page
|
240,264 | $173,710,872 | |
| 2 | LRCX |
Lam Research Corp
|
267,669 | $115,989,007 | |
| 3 | KLAC |
Kla Corp
|
364,068 | $109,842,955 | |
| 4 | ENTG |
Entegris Inc
|
24,152 | $4,343,978 | |
| 5 | ASML |
Asml Holding NV
|
1,226 | $2,439,053 | |
| 6 | TER |
Teradyne, Inc
|
2,541 | $1,229,437 | |
| 7 | Q |
Qnity Electronics, Inc.
|
4,591 | $749,756 |
All Filings in AMAT
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $173,710,872 | 240,264 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $97,407,073 | 284,991 | Shares | Other | 2026-05-05 | |
| 2025-12-31 | $79,201,747 | 308,190 | Shares | Other | 2026-02-03 | |
| 2025-09-30 | $69,197,819 | 337,979 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $63,638,975 | 347,621 | Shares | Other | 2025-08-05 | |
| 2025-03-31 | $50,885,457 | 350,644 | Shares | Other | 2025-05-05 | |
| 2024-12-31 | $58,187,224 | 357,789 | Shares | Other | 2025-02-04 | |
| 2024-09-30 | $72,801,039 | 360,312 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $92,981,239 | 394,005 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $79,684,384 | 386,386 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $60,585,979 | 373,826 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $49,193,500 | 355,316 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $48,882,994 | 338,197 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $40,124,507 | 326,667 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $31,629,900 | 324,809 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $23,493,181 | 286,747 | Shares | Sole | 2022-10-26 | |
| 2020-06-30 | $447,330 | 7,400 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $339,068 | 7,400 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||