RAFFA WEALTH MANAGEMENT, LLC

Position in AMAT — Applied Materials Inc /De

CIK 1631073 WASHINGTON, DC

Position in AMAT

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$140,262

+$72,930 QoQ

Shares Held

194

-1.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.47%

of 13F equity value

Holder Rank

#3,312

of 3,488 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

RAFFA WEALTH MANAGEMENT, LLC holds $466,066 across 17 Semiconductor Equipment & Materials names. AMAT ranks #1 (30.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De This page	194	$140,262
2	LRCX	Lam Research Corp	288	$124,799
3	ASML	Asml Holding NV	49	$97,482
4	KLAC	Kla Corp	226	$68,186
5	TER	Teradyne, Inc	32	$15,482
6	Q	Qnity Electronics, Inc.	45	$7,348
7	IPGP	Ipg Photonics Corp	22	$2,581
8	AMKR	Amkor Technology, Inc.	16	$1,379

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$140,262	194	-1.5%	Shares	Sole	2026-07-27
2026-03-31	$67,332	197	+13.2%	Shares	Sole	2026-07-27
2025-12-31	$44,716	174	+11.5%	Shares	Sole	2026-07-27
2025-09-30	$31,939	156	+8.3%	Shares	Sole	2026-07-27
2025-06-30	$26,362	144	0.0%	Shares	Sole	2026-07-27
2025-03-31	$20,897	144	-20.4%	Shares	Sole	2026-07-27
2024-12-31	$29,436	181	0.0%	Shares	Sole	2026-07-27
2024-09-30	$36,571	181	-28.5%	Shares	Sole	2026-07-27
2024-06-30	$59,705	253	+39.8%	Shares	Sole	2026-07-27
2024-03-31	$37,327	181	0.0%	Shares	Sole	2026-07-27
2023-12-31	$29,334	181	0.0%	Shares	Sole	2026-07-27
2023-09-30	$25,059	181	0.0%	Shares	Sole	2026-07-27
2023-06-30	$26,161	181	-94.5%	Shares	Sole	2026-07-27
2023-03-31	$407,795	3,320	0.0%	Shares	Sole	2026-07-27
2022-12-31	$323,301	3,320	+0.4%	Shares	Sole	2026-07-27
2022-09-30	$271,024	3,308	0.0%	Shares	Sole	2026-07-27
2022-06-30	$300,961	3,308	0.0%	Shares	Sole	2026-07-27
2022-03-31	$435,994	3,308	-0.3%	Shares	Sole	2026-07-27
2021-12-31	$522,120	3,318	0.0%	Shares	Sole	2026-07-27
2021-09-30	$427,126	3,318	+0.9%	Shares	Sole	2026-07-27
2021-06-30	$468,496	3,290	0.0%	Shares	Sole	2026-07-27
2021-03-31	$439,544	3,290	-10.5%	Shares	Sole	2026-07-27
2020-12-31	$317,325	3,677	-0.1%	Shares	Sole	2026-07-27
2020-09-30	$218,894	3,682	-3.7%	Shares	Sole	2026-07-27
2020-06-30	$231,160	3,824	+0.3%	Shares	Sole	2026-07-27
2020-03-31	$174,757	3,814	—	Shares	Sole	2026-07-27
No filing history on record for this holder in this stock.