HARBOR INVESTMENT ADVISORY, LLC
Position in AMAT — Applied Materials Inc /De
CIK 1468792
LUTHERVILLE, MD
Position in AMAT
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$755,535
+$398,365 QoQ
Shares Held
1,045
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#2,333
of 3,488 holders
Holding Since
Mar 2020
26 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, 2026HARBOR INVESTMENT ADVISORY, LLC holds $9,436,155 across 8 Semiconductor Equipment & Materials names. AMAT ranks #3 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KLAC |
Kla Corp
|
14,770 | $4,456,256 | |
| 2 | ASML |
Asml Holding NV
|
1,846 | $3,672,506 | |
| 3 | AMAT |
Applied Materials Inc /De
This page
|
1,045 | $755,535 | |
| 4 | Q |
Qnity Electronics, Inc.
|
1,266 | $206,750 | |
| 5 | LRCX |
Lam Research Corp
|
328 | $142,132 | |
| 6 | ACMR |
ACM Research, Inc.
|
738 | $93,644 | |
| 7 | UCTT |
Ultra Clean Holdings, Inc.
|
435 | $62,026 | |
| 8 | ONTO |
Onto Innovation Inc.
|
125 | $47,306 |
All Filings in AMAT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $755,535 | 1,045 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $357,170 | 1,045 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $290,912 | 1,132 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $167,682 | 819 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $144,442 | 789 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 | $109,420 | 754 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $125,225 | 770 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $146,284 | 724 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $170,384 | 722 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $144,361 | 700 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $110,693 | 683 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $94,561 | 683 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $223,169 | 1,544 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $189,649 | 1,544 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $148,796 | 1,528 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $91,106 | 1,112 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $89,979 | 989 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $129,954 | 986 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $176,085 | 1,119 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $236,219 | 1,835 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $274,262 | 1,926 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $256,779 | 1,922 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $193,657 | 2,244 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $92,147 | 1,550 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $49,931 | 826 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $37,847 | 826 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||