Private Advisory Group LLC

Position in AMAT — Applied Materials Inc /De

CIK 1632965 REDMOND, WA

Position in AMAT

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$4,917,846

+$2,892,057 QoQ

Shares Held

6,802

+14.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.41%

of 13F equity value

Holder Rank

#1,226

of 3,488 holders

Holding Since

Mar 2021

8 quarters on record

Voting authority Sole 92% Shared 3% None 5%

Technology · as of Jun 30, 2026

Private Advisory Group LLC holds $60,128,064 across 5 Semiconductor Equipment & Materials names. AMAT ranks #4 (8.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ASML	Asml Holding NV	11,592	$23,061,586
2	TER	Teradyne, Inc	42,504	$20,565,135
3	LRCX	Lam Research Corp	25,178	$10,910,382
4	AMAT	Applied Materials Inc /De This page	6,802	$4,917,846
5	KLAC	Kla Corp	2,231	$673,115

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,917,846	6,802	+14.8%	Shares	Other	2026-08-06
2026-03-31	$2,025,789	5,927	+200.7%	Shares	Other	2026-05-08
2025-12-31	$506,526	1,971	+21.1%	Shares	Other	2026-01-15
2025-09-30	$333,315	1,628	+11.1%	Shares	Other	2025-11-10
2025-06-30	$268,196	1,465	-20.3%	Shares	Sole	2025-08-07
2024-06-30	$433,513	1,837	+25.0%	Shares	Sole	2024-07-23
2024-03-31	$303,158	1,470	-90.6%	Shares	Sole	2024-05-14
2021-03-31	$2,090,706	15,649	—	Shares	Sole	2021-04-08
No filing history on record for this holder in this stock.