Cerity Partners LLC

Position in AMAT — Applied Materials Inc /De

CIK 1566475 NEW YORK, NY

Position in AMAT

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$80,888,020

+$27,382,446 QoQ

Shares Held

236,660

+13.7% QoQ

Ownership

0.030%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 37.11991887095411.ToString("F0")% Shared 29.408434040395505.ToString("F0")% None 33.471647088650386.ToString("F0")%

Technology · as of Mar 31, 2026

Cerity Partners LLC holds $544,804,912 across 20 Semiconductor Equipment & Materials names. AMAT ranks #4 (14.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KLAC	Kla Corp	100,273	$147,642,967
2	ASML	Asml Holding NV	92,351	$121,979,970
3	LRCX	Lam Research Corp	491,086	$104,925,433
4	AMAT	Applied Materials Inc /De This page	236,660	$80,888,020
5	TER	Teradyne, Inc	204,235	$60,547,507
6	Q	Qnity Electronics, Inc.	47,509	$5,481,587
7	AMKR	Amkor Technology, Inc.	121,377	$5,465,605
8	ONTO	Onto Innovation Inc.	26,604	$5,455,681

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.