Position in AMAT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$47,997,078
+$27,921,701 QoQ
Shares Held
66,386
+13.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#468
of 3,488 holders
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in AMAT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026EP Wealth Advisors, LLC holds $126,570,664 across 9 Semiconductor Equipment & Materials names. AMAT ranks #1 (37.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
This page
|
66,386 | $47,997,078 | |
| 2 | ASML |
Asml Holding NV
|
12,011 | $23,895,162 | |
| 3 | LRCX |
Lam Research Corp
|
54,320 | $23,538,485 | |
| 4 | KLAC |
Kla Corp
|
74,937 | $22,609,242 | |
| 5 | AMKR |
Amkor Technology, Inc.
|
37,835 | $3,262,512 | |
| 6 | TER |
Teradyne, Inc
|
5,448 | $2,635,960 | |
| 7 | Q |
Qnity Electronics, Inc.
|
8,559 | $1,397,770 | |
| 8 | ONTO |
Onto Innovation Inc.
|
1,927 | $729,273 |
All Filings in AMAT
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $47,997,078 | 66,386 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $20,075,377 | 58,736 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $14,929,577 | 58,094 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $11,452,309 | 62,557 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $9,820,850 | 67,674 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $10,468,330 | 64,369 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $14,187,344 | 70,217 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $13,888,483 | 58,852 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $10,366,769 | 50,268 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $7,763,477 | 47,902 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $5,778,626 | 41,738 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $5,172,797 | 35,788 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,395,840 | 35,788 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $1,804,256 | 18,528 | Shares | Sole | 2023-06-12 | |
| 2022-09-30 | $1,471,053 | 17,955 | Shares | Sole | 2022-12-02 | |
| 2022-06-30 | $477,190 | 5,245 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $693,399 | 5,261 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $728,419 | 4,629 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $389,279 | 3,024 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $498,115 | 3,498 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $477,887 | 3,577 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $433,398 | 5,022 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $247,549 | 4,164 | Shares | Sole | 2020-11-17 | |
| No filing history on record for this holder in this stock. | ||||||