EXENCIAL WEALTH ADVISORS, LLC

Position in AMAT — Applied Materials Inc /De

CIK 1576151 OKLAHOMA CITY, OK

Position in AMAT

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$2,960,243

+$607,757 QoQ

Shares Held

8,661

-5.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2021

20 quarters on record

Voting authority Sole 85% Shared 0% None 15%

Technology · as of Mar 31, 2026

EXENCIAL WEALTH ADVISORS, LLC holds $29,224,296 across 5 Semiconductor Equipment & Materials names. AMAT ranks #3 (10.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ASML	Asml Holding NV	12,937	$17,087,577
2	KLAC	Kla Corp	53,780	$7,918,620
3	AMAT	Applied Materials Inc /De This page	8,661	$2,960,243
4	LRCX	Lam Research Corp	4,662	$996,082
5	TER	Teradyne, Inc	883	$261,774

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,960,243	8,661	-5.4%	Shares	Sole	2026-04-28
2025-12-31	$2,352,486	9,154	-34.0%	Shares	Sole	2026-01-30
2025-09-30	$2,839,743	13,870	+33.9%	Shares	Sole	2025-10-27
2025-06-30	$1,896,239	10,358	-2.1%	Shares	Sole	2025-07-30
2025-03-31	$1,535,369	10,580	+2.4%	Shares	Sole	2025-05-09
2024-12-31	$1,680,618	10,334	+9.3%	Shares	Sole	2025-02-06
2024-09-30	$1,911,190	9,459	+46.4%	Shares	Sole	2024-10-31
2024-06-30	$1,525,203	6,463	-0.6%	Shares	Sole	2024-08-12
2024-03-31	$1,341,526	6,505	+0.8%	Shares	Sole	2024-05-10
2023-12-31	$1,045,999	6,454	+45.8%	Shares	Sole	2024-02-13
2023-09-30	$613,056	4,428	+7.0%	Shares	Sole	2023-11-08
2023-06-30	$598,106	4,138	+66.0%	Shares	Sole	2023-08-10
2023-03-31	$306,215	2,493	+0.4%	Shares	Sole	2023-05-02
2022-12-31	$241,697	2,482	-0.2%	Shares	Sole	2023-02-14
2022-09-30	$203,841	2,488	-1.5%	Shares	Sole	2022-11-08
2022-06-30	$229,724	2,525	+5.0%	Shares	Sole	2022-08-11
2022-03-31	$316,979	2,405	+1.1%	Shares	Sole	2022-05-12
2021-12-31	$374,516	2,380	-56.7%	Shares	Sole	2022-02-10
2021-06-30	$781,918	5,491	+27.1%	Shares	Sole	2021-08-16
2021-03-31	$577,285	4,321	—	Shares	Sole	2021-05-06
No filing history on record for this holder in this stock.