Perigon Wealth Management, LLC
Position in AMAT — Applied Materials Inc /De
CIK 1575239
SAN FRANCISCO, CA
Position in AMAT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$17,663,613
+$9,642,828 QoQ
Shares Held
24,431
+4.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#732
of 3,488 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in AMAT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Perigon Wealth Management, LLC holds $61,867,174 across 13 Semiconductor Equipment & Materials names. AMAT ranks #2 (28.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
43,232 | $18,733,722 | |
| 2 | AMAT |
Applied Materials Inc /De
This page
|
24,431 | $17,663,613 | |
| 3 | KLAC |
Kla Corp
|
51,053 | $15,403,200 | |
| 4 | ASML |
Asml Holding NV
|
2,008 | $3,994,795 | |
| 5 | TER |
Teradyne, Inc
|
2,820 | $1,364,428 | |
| 6 | ICHR |
Ichor Holdings, Ltd.
|
9,037 | $1,014,674 | |
| 7 | UCTT |
Ultra Clean Holdings, Inc.
|
6,378 | $909,439 | |
| 8 | Q |
Qnity Electronics, Inc.
|
4,844 | $791,073 |
All Filings in AMAT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,663,613 | 24,431 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $8,020,785 | 23,467 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $6,012,281 | 23,395 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $5,005,688 | 24,449 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $4,541,234 | 24,806 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $3,566,904 | 24,579 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $4,003,787 | 24,619 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $4,677,659 | 23,151 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $6,478,161 | 27,451 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $5,757,941 | 27,920 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $4,588,201 | 28,310 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $3,831,326 | 27,673 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $3,708,462 | 25,657 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,531,812 | 12,471 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,155,413 | 11,865 | Shares | Sole | 2023-05-01 | |
| 2022-09-30 | $715,166 | 8,729 | Shares | Sole | 2022-12-13 | |
| 2022-06-30 | $1,285,001 | 14,124 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,807,109 | 13,711 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,098,238 | 13,334 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,425,169 | 11,071 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $1,540,910 | 10,821 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $1,234,731 | 9,242 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $655,880 | 7,600 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $432,558 | 7,276 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $527,124 | 8,720 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $313,683 | 6,846 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||