BEACON FINANCIAL GROUP

Position in AMAT — Applied Materials Inc /De

CIK 1591379 DALLAS, TX

Position in AMAT

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$1,496,610

+$835,930 QoQ

Shares Held

2,070

+7.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.41%

of 13F equity value

Holder Rank

#1,864

of 3,487 holders

Holding Since

Dec 2024

7 quarters on record

Technology · as of Jun 30, 2026

BEACON FINANCIAL GROUP holds $6,469,498 across 5 Semiconductor Equipment & Materials names. AMAT ranks #3 (23.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp	5,124	$2,220,382
2	KLAC	Kla Corp	5,149	$1,553,504
3	AMAT	Applied Materials Inc /De This page	2,070	$1,496,610
4	ASML	Asml Holding NV	395	$785,828
5	Q	Qnity Electronics, Inc.	2,530	$413,174

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,496,610	2,070	+7.1%	Shares	Sole	2026-07-16
2026-03-31	$660,680	1,933	+0.8%	Shares	Sole	2026-04-30
2025-12-31	$492,906	1,918	+8.2%	Shares	Sole	2026-04-01
2025-09-30	$363,004	1,773	-8.8%	Shares	Sole	2025-10-08
2025-06-30	$356,071	1,945	+17.1%	Shares	Sole	2025-07-09
2025-03-31	$241,044	1,661	+9.6%	Shares	Sole	2025-04-10
2024-12-31	$246,547	1,516	—	Shares	Sole	2025-01-29
No filing history on record for this holder in this stock.