Position in AMAT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$9,940,527
+$4,983,548 QoQ
Shares Held
13,749
-5.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.23%
of 13F equity value
Holder Rank
#920
of 3,488 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in AMAT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Johnson Financial Group, Inc. holds $37,190,619 across 8 Semiconductor Equipment & Materials names. AMAT ranks #2 (26.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
46,493 | $20,146,811 | |
| 2 | AMAT |
Applied Materials Inc /De
This page
|
13,749 | $9,940,527 | |
| 3 | KLAC |
Kla Corp
|
21,530 | $6,495,815 | |
| 4 | TER |
Teradyne, Inc
|
770 | $372,556 | |
| 5 | ASML |
Asml Holding NV
|
71 | $141,250 | |
| 6 | AMBA |
Ambarella Inc
|
1,018 | $87,344 | |
| 7 | ACLS |
Axcelis Technologies Inc
|
21 | $3,978 | |
| 8 | ENTG |
Entegris Inc
|
13 | $2,338 |
All Filings in AMAT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,940,527 | 13,749 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $4,956,979 | 14,503 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $4,044,507 | 15,738 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $2,892,975 | 14,130 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,007,800 | 5,505 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $816,444 | 5,626 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $942,115 | 5,793 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $892,858 | 4,419 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $1,220,067 | 5,170 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $705,512 | 3,421 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $420,085 | 2,592 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $334,910 | 2,419 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $377,249 | 2,610 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $308,057 | 2,508 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $17,041 | 175 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $14,337 | 175 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $116,999 | 1,286 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $192,559 | 1,461 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $256,024 | 1,627 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $248,448 | 1,930 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $252,617 | 1,774 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $140,280 | 1,050 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $86,300 | 1,000 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $117,711 | 1,980 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $119,691 | 1,980 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $90,952 | 1,985 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||