Hamilton Point Investment Advisors, LLC

Position in AMAT — Applied Materials Inc /De

CIK 1599746 CHAPEL HILL, NC

Back to AMAT Full portfolio

Position in AMAT

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$534,297

+$281,715 QoQ

Shares Held

739

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#2,577

of 3,488 holders

Holding Since

Mar 2023

6 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 Jun 30, 2026

Hamilton Point Investment Advisors, LLC holds $8,817,337 across 4 Semiconductor Equipment & Materials names. AMAT ranks #3 (6.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ASML	Asml Holding NV	3,557	$7,076,437
2	LRCX	Lam Research Corp	2,020	$875,326
3	AMAT	Applied Materials Inc /De This page	739	$534,297
4	KLAC	Kla Corp	1,098	$331,277

All Filings in AMAT

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6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$534,297	739	0.0%	Shares	Sole	2026-07-28
2026-03-31	$252,582	739	-58.9%	Shares	Sole	2026-05-06
2023-12-31	$291,239	1,797	0.0%	Shares	Sole	2024-01-30
2023-09-30	$248,794	1,797	0.0%	Shares	Sole	2023-11-09
2023-06-30	$259,738	1,797	0.0%	Shares	Sole	2023-08-03
2023-03-31	$220,725	1,797	—	Shares	Sole	2023-05-10
No filing history on record for this holder in this stock.