Position in AMAT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$21,426,808
+$7,538,306 QoQ
Shares Held
62,690
+16.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMAT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026Advisory Services Network, LLC holds $89,978,457 across 27 Semiconductor Equipment & Materials names. AMAT ranks #2 (23.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
165,125 | $35,280,601 | |
| 2 | AMAT |
Applied Materials Inc /De
This page
|
62,690 | $21,426,808 | |
| 3 | KLAC |
Kla Corp
|
12,025 | $17,705,722 | |
| 4 | ASML |
Asml Holding NV
|
6,291 | $8,309,334 | |
| 5 | ONTO |
Onto Innovation Inc.
|
9,117 | $1,869,621 | |
| 6 | TER |
Teradyne, Inc
|
6,129 | $1,817,000 | |
| 7 | NVMI |
Nova Ltd.
|
2,636 | $1,144,762 | |
| 8 | KLIC |
Kulicke & Soffa Industries Inc
|
13,983 | $918,961 |
All Filings in AMAT
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $21,426,808 | 62,690 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $13,888,502 | 54,043 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $11,351,189 | 55,442 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $10,011,727 | 54,688 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $6,630,816 | 45,692 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $7,506,346 | 46,156 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $7,304,305 | 36,151 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $8,531,271 | 36,151 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $6,434,990 | 31,203 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $5,259,816 | 32,454 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $4,852,808 | 35,051 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,065,617 | 28,128 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $4,153,369 | 33,814 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $2,260,381 | 23,212 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,209,321 | 26,966 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,602,935 | 28,610 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $3,556,094 | 26,981 | Shares | Sole | 2022-05-23 | |
| 2021-12-31 | $5,271,557 | 33,500 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $4,274,991 | 33,209 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $4,747,187 | 33,337 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $4,194,103 | 31,393 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $2,147,747 | 24,887 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $867,850 | 14,598 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $823,145 | 13,617 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $666,174 | 14,539 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||