Creative Planning

Position in AMAT — Applied Materials Inc /De

CIK 1540235 OVERLAND PARK, KS

Back to AMAT Full portfolio

Position in AMAT

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$216,912,921

+$61,142,289 QoQ

Shares Held

634,638

+4.7% QoQ

Ownership

0.080%

of shares outstanding

% of Portfolio

0.57%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.3222309411034322.ToString("F0")% Shared 0.ToString("F0")% None 99.67776905889657.ToString("F0")%

Common Shares in AMAT Over Time

Shares Held

Position Value (USD)

Derivatives in AMAT

reported options exposure · as of Sep 30, 2025

CallValue

$409,480

CallShares

2,000

PutValue

$1,269,388

PutShares

6,200

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Semiconductor Equipment & Materials

Technology · as of Mar 31, 2026

Creative Planning holds $604,134,091 across 24 Semiconductor Equipment & Materials names. AMAT ranks #1 (35.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De This page	634,638	$216,912,921
2	LRCX	Lam Research Corp	714,502	$152,660,496
3	KLAC	Kla Corp	56,276	$82,861,344
4	ASML	Asml Holding NV	51,856	$68,492,959
5	TER	Teradyne, Inc	59,298	$17,579,485
6	ONTO	Onto Innovation Inc.	39,555	$8,111,543
7	Q	Qnity Electronics, Inc.	65,819	$7,594,196
8	ACLS	Axcelis Technologies Inc	77,712	$7,233,432

All Filings in AMAT

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33 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$216,912,921	634,638	+4.7%	Shares	Defined	2026-05-12
2025-12-31	$155,770,632	606,135	+7.8%	Shares	Sole	2026-02-17
2025-09-30	$115,140,656	562,375	+8970.6%	Shares	Sole	2025-11-14
2025-09-30	$1,269,388	6,200	+210.0%	Put	Sole	2025-11-14
2025-09-30	$409,480	2,000	-99.2%	Call	Sole	2025-11-14
2025-06-30	$47,374,854	258,780	+4073.9%	Shares	Defined	2025-08-08
2025-06-30	$1,135,034	6,200	-97.2%	Put	Sole	2025-08-08
2025-03-31	$32,670,574	225,128	+9.2%	Shares	Sole	2025-05-15
2024-12-31	$33,534,467	206,201	-7.7%	Shares	Defined	2025-02-14
2024-09-30	$45,162,215	223,520	+3505.2%	Shares	Defined	2024-10-11
2024-06-30	$1,463,138	6,200	-96.9%	Put	Sole	2024-08-15
2024-06-30	$47,757,749	202,372	+7.3%	Shares	Defined	2024-08-15
2024-03-31	$38,887,553	188,564	+0.2%	Shares	Sole	2024-05-13
2023-12-31	$30,486,500	188,107	+12.1%	Shares	Defined	2024-02-14
2023-09-30	$23,241,324	167,868	+6.8%	Shares	Defined	2023-11-16
2023-06-30	$22,713,593	157,144	+6.2%	Shares	Defined	2023-07-21
2023-03-31	$18,166,679	147,901	+3.0%	Shares	Sole	2023-05-15
2022-12-31	$13,988,344	143,647	+8.7%	Shares	Sole	2023-02-10
2022-09-30	$10,825,492	132,131	-5.8%	Shares	Sole	2022-11-03
2022-06-30	$12,758,944	140,239	+7.0%	Shares	Sole	2022-08-15
2022-03-31	$17,278,716	131,098	+13009.8%	Shares	Sole	2022-05-16
2022-03-31	$131,800	1,000	-99.5%	Call	Sole	2022-05-16
2021-12-31	$31,539,979	200,432	+794.8%	Shares	Sole	2022-02-11
2021-09-30	$2,883,552	22,400	-88.8%	Put	Sole	2021-11-10
2021-09-30	$25,796,590	200,393	-13.0%	Shares	Sole	2021-11-10
2021-06-30	$32,792,156	230,282	+928.0%	Shares	Sole	2021-08-04
2021-06-30	$3,189,760	22,400	+1020.0%	Put	Sole	2021-08-04
2021-03-31	$267,200	2,000	-98.1%	Call	Sole	2021-04-30
2021-03-31	$14,160,264	105,990	+13.5%	Shares	Sole	2021-04-30
2020-12-31	$8,058,607	93,379	+3.8%	Shares	Sole	2021-01-29
2020-09-30	$5,349,192	89,978	+1.8%	Shares	Sole	2020-11-05
2020-06-30	$5,341,966	88,370	-3.0%	Shares	Sole	2020-07-23
2020-03-31	$4,176,401	91,148	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.