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Equibles

Focus Partners Wealth

Position in AMAT — Applied Materials Inc /De

CIK 1542153 ST LOUIS, MO
Back to AMAT Full portfolio

Position in AMAT

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$298,585,986
+$134,918,136 QoQ
Shares Held
412,982
-13.8% QoQ
Ownership
0.052%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#167
of 3,509 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority Sole 45% Shared 0% None 55%

Common Shares in AMAT Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Jun 30, 2026

Focus Partners Wealth holds $1,637,808,919 across 15 Semiconductor Equipment & Materials names. AMAT ranks #3 (18.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 LRCX
Lam Research Corp
 1,642,921 $711,926,956
2 KLAC
Kla Corp
 1,281,019 $386,496,242
3 AMAT
Applied Materials Inc /De
This page 		412,982 $298,585,986
4 ASML
Asml Holding NV
 87,635 $174,344,565
5 TER
Teradyne, Inc
 58,607 $28,356,410
6 Q
Qnity Electronics, Inc.
 101,986 $16,655,333
7 ACMR
ACM Research, Inc.
 43,904 $5,570,978
8 KLIC
Kulicke & Soffa Industries Inc
 34,965 $4,676,918

All Filings in AMAT

Export CSV
10 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $298,585,986 412,982
2026-03-31 $163,667,850 478,855
2025-12-31 $145,303,430 565,405
2025-09-30 $24,883,485 121,537
2025-06-30 $22,368,041 122,183
2024-12-31 $14,024,560 86,236
2024-09-30 $17,137,072 84,816
2024-06-30 $7,508,729 31,818
2024-03-31 $5,630,903 27,304
2023-12-31 $1,654,572 10,209