Advisory Alpha, LLC

Position in AMAT — Applied Materials Inc /De

CIK 1576762 HOLLAND, MI

Position in AMAT

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$7,858,287

+$3,917,449 QoQ

Shares Held

10,869

-5.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.37%

of 13F equity value

Holder Rank

#1,023

of 3,488 holders

Holding Since

Sep 2020

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Advisory Alpha, LLC holds $11,915,817 across 3 Semiconductor Equipment & Materials names. AMAT ranks #1 (65.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De This page	10,869	$7,858,287
2	KLAC	Kla Corp	11,345	$3,422,899
3	ASML	Asml Holding NV	319	$634,631

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,858,287	10,869	-5.7%	Shares	Sole	2026-08-11
2026-03-31	$3,940,838	11,530	+13.2%	Shares	Sole	2026-05-14
2025-12-31	$2,616,672	10,182	+4.4%	Shares	Sole	2026-02-06
2025-09-30	$1,997,648	9,757	-6.3%	Shares	Sole	2025-11-12
2025-06-30	$1,907,040	10,417	-6.7%	Shares	Sole	2025-08-01
2025-03-31	$1,620,555	11,167	+2.0%	Shares	Sole	2025-05-19
2024-12-31	$1,781,286	10,953	+2.7%	Shares	Sole	2025-01-17
2024-09-30	$2,155,065	10,666	+4.8%	Shares	Sole	2024-11-12
2024-06-30	$2,400,726	10,173	+1.8%	Shares	Sole	2024-08-21
2024-03-31	$2,060,856	9,993	+4.8%	Shares	Sole	2024-05-06
2023-12-31	$1,545,823	9,538	-1.1%	Shares	Sole	2024-01-23
2023-09-30	$1,335,488	9,646	+0.5%	Shares	Sole	2023-10-18
2023-06-30	$1,386,861	9,595	+0.3%	Shares	Sole	2023-07-25
2023-03-31	$1,175,360	9,569	+0.1%	Shares	Sole	2023-05-02
2022-12-31	$931,244	9,563	+0.8%	Shares	Sole	2023-01-30
2022-09-30	$777,597	9,491	-0.4%	Shares	Sole	2022-10-12
2022-06-30	$866,584	9,525	+0.0%	Shares	Sole	2022-07-15
2022-03-31	$1,254,999	9,522	+4.4%	Shares	Sole	2022-05-02
2021-12-31	$1,434,651	9,117	+8.5%	Shares	Sole	2022-02-04
2021-09-30	$1,081,203	8,399	+2259.3%	Shares	Sole	2021-11-09
2020-09-30	$21,164	356	—	Shares	Sole	2020-11-16
No filing history on record for this holder in this stock.