Position in AMAT
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$45,706,614
+$32,289,310 QoQ
Shares Held
63,218
+61.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.82%
of 13F equity value
Holder Rank
#77
of 1,347 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AMAT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Merit Financial Group, LLC holds $129,935,049 across 19 Semiconductor Equipment & Materials names. AMAT ranks #1 (35.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
This page
|
63,218 | $45,706,614 | |
| 2 | LRCX |
Lam Research Corp
|
75,266 | $32,615,010 | |
| 3 | KLAC |
Kla Corp
|
87,377 | $26,362,508 | |
| 4 | ASML |
Asml Holding NV
|
4,339 | $8,632,176 | |
| 5 | TER |
Teradyne, Inc
|
11,986 | $5,799,300 | |
| 6 | Q |
Qnity Electronics, Inc.
|
14,009 | $2,287,806 | |
| 7 | ACLS |
Axcelis Technologies Inc
|
7,564 | $1,432,996 | |
| 8 | ONTO |
Onto Innovation Inc.
|
3,382 | $1,279,915 |
All Filings in AMAT
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $45,706,614 | 63,218 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $13,417,304 | 39,256 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $9,184,819 | 35,740 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $6,938,841 | 33,891 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $6,429,418 | 35,120 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $4,386,106 | 30,224 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $4,573,480 | 28,122 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $3,740,349 | 18,512 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $5,904,233 | 25,019 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $5,071,608 | 24,592 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,119,065 | 13,075 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,788,244 | 20,139 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $2,626,002 | 18,168 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $1,650,343 | 13,436 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $1,294,180 | 13,290 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $911,143 | 11,121 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $1,353,327 | 14,875 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $315,397 | 2,393 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||