Position in AMAT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$33,607,209
+$20,594,581 QoQ
Shares Held
46,483
+22.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.89%
of 13F equity value
Holder Rank
#543
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, 2026Vestcor Inc holds $99,220,505 across 13 Semiconductor Equipment & Materials names. AMAT ranks #1 (33.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
This page
|
46,483 | $33,607,209 | |
| 2 | LRCX |
Lam Research Corp
|
74,840 | $32,430,417 | |
| 3 | KLAC |
Kla Corp
|
52,315 | $15,783,958 | |
| 4 | TER |
Teradyne, Inc
|
18,785 | $9,088,934 | |
| 5 | IPGP |
Ipg Photonics Corp
|
20,000 | $2,346,400 | |
| 6 | ACLS |
Axcelis Technologies Inc
|
8,664 | $1,641,394 | |
| 7 | ONTO |
Onto Innovation Inc.
|
2,837 | $1,073,662 | |
| 8 | Q |
Qnity Electronics, Inc.
|
4,100 | $669,571 |
All Filings in AMAT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,607,209 | 46,483 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $13,012,628 | 38,072 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $8,118,828 | 31,592 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $4,246,921 | 20,743 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $4,821,697 | 26,338 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $3,685,902 | 25,399 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $4,125,272 | 25,366 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $5,322,401 | 26,342 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $7,617,285 | 32,278 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $5,380,746 | 26,091 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $5,642,791 | 34,817 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,955,679 | 35,794 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,793,958 | 19,330 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $2,496,519 | 20,325 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,987,428 | 20,409 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,679,892 | 20,504 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,450,182 | 26,931 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,634,023 | 19,985 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,558,516 | 16,259 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $2,473,546 | 19,215 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,002,788 | 21,087 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $3,044,343 | 22,787 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,992,753 | 23,091 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,468,652 | 24,704 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,531,923 | 25,342 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $906,227 | 19,778 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||