Cerity Partners LLC

Position in AMAT — Applied Materials Inc /De

CIK 1566475 NEW YORK, NY

Position in AMAT

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$188,242,449

+$107,354,429 QoQ

Shares Held

260,363

+10.0% QoQ

Ownership

0.033%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

#226

of 3,486 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 35% Shared 31% None 33%

Technology · as of Jun 30, 2026

Cerity Partners LLC holds $1,042,290,551 across 21 Semiconductor Equipment & Materials names. AMAT ranks #3 (18.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KLAC	Kla Corp	1,061,884	$320,381,020
2	LRCX	Lam Research Corp	485,639	$210,441,944
3	AMAT	Applied Materials Inc /De This page	260,363	$188,242,449
4	ASML	Asml Holding NV	94,239	$187,482,825
5	TER	Teradyne, Inc	186,605	$90,286,961
6	AMKR	Amkor Technology, Inc.	128,987	$11,122,547
7	ONTO	Onto Innovation Inc.	21,125	$7,994,755
8	Q	Qnity Electronics, Inc.	48,751	$7,961,524

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$188,242,449	260,363	+10.0%	Shares	Other	2026-08-14
2026-03-31	$80,888,020	236,660	+13.7%	Shares	Other	2026-05-15
2025-12-31	$53,505,574	208,201	+5.3%	Shares	Sole	2026-02-11
2025-09-30	$40,463,585	197,634	-26.4%	Shares	Sole	2025-10-22
2025-06-30	$49,168,757	268,579	+9.0%	Shares	Sole	2025-08-13
2025-03-31	$35,744,507	246,310	+4.6%	Shares	Sole	2025-04-30
2024-12-31	$38,285,704	235,416	-8.6%	Shares	Defined	2025-02-13
2024-09-30	$52,055,353	257,636	+11.7%	Shares	Defined	2024-11-12
2024-06-30	$54,433,689	230,661	-6.5%	Shares	Sole	2024-08-13
2024-03-31	$50,897,151	246,798	+98.3%	Shares	Defined	2024-05-14
2023-12-31	$20,170,583	124,456	+50.9%	Shares	Sole	2024-01-26
2023-09-30	$11,416,171	82,457	-21.7%	Shares	Sole	2023-11-14
2023-06-30	$15,222,085	105,314	+9.6%	Shares	Sole	2023-08-14
2023-03-31	$11,799,663	96,065	+23.7%	Shares	Sole	2023-05-11
2022-12-31	$7,560,583	77,640	+29.9%	Shares	Sole	2023-02-15
2022-09-30	$4,895,399	59,751	+3.2%	Shares	Sole	2022-11-14
2022-06-30	$5,267,287	57,895	+67.4%	Shares	Sole	2022-08-10
2022-03-31	$4,557,512	34,579	+5.8%	Shares	Sole	2022-04-25
2021-12-31	$5,143,626	32,687	+143.8%	Shares	Sole	2022-02-14
2021-09-30	$1,726,140	13,409	-0.3%	Shares	Sole	2021-10-25
2021-06-30	$1,914,283	13,443	-23.2%	Shares	Sole	2021-08-11
2021-03-31	$2,338,133	17,501	-25.1%	Shares	Sole	2021-08-11
2020-12-31	$2,016,917	23,371	+23.2%	Shares	Sole	2021-02-11
2020-09-30	$1,127,350	18,963	+4.7%	Shares	Sole	2020-11-12
2020-06-30	$1,095,172	18,117	+3.5%	Shares	Sole	2020-08-17
2020-03-31	$802,079	17,505	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.