Position in AMAT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$569,724
+$300,394 QoQ
Shares Held
788
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#2,530
of 3,488 holders
Holding Since
Mar 2020
20 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, 2026MCF Advisors LLC holds $4,562,462 across 14 Semiconductor Equipment & Materials names. AMAT ranks #4 (12.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
2,354 | $1,020,058 | |
| 2 | KLAC |
Kla Corp
|
3,351 | $1,011,030 | |
| 3 | TER |
Teradyne, Inc
|
2,028 | $981,227 | |
| 4 | AMAT |
Applied Materials Inc /De
This page
|
788 | $569,724 | |
| 5 | Q |
Qnity Electronics, Inc.
|
2,545 | $415,623 | |
| 6 | ASML |
Asml Holding NV
|
175 | $348,151 | |
| 7 | AEHR |
Aehr Test Systems
|
506 | $48,606 | |
| 8 | IPGP |
Ipg Photonics Corp
|
328 | $38,480 |
All Filings in AMAT
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $569,724 | 788 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $269,330 | 788 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $68,359 | 266 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $10,851 | 53 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $10,618 | 58 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $6,095 | 42 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $47,975 | 295 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $59,604 | 295 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $69,617 | 295 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $60,837 | 295 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $47,810 | 295 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $40,842 | 295 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $9,828 | 68 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $8,352 | 68 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $6,621 | 68 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $5,571 | 68 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $6,186 | 68 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $8,962 | 68 | Shares | Sole | 2022-05-05 | |
| 2021-09-30 | $8,753 | 68 | Shares | Sole | 2021-11-12 | |
| 2020-03-31 | $169,167 | 3,692 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||