Position in AMAT
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,577,586
+$761,734 QoQ
Shares Held
2,182
-8.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#1,837
of 3,486 holders
Holding Since
Mar 2021
22 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, 2026MV CAPITAL MANAGEMENT, INC. holds $14,899,594 across 12 Semiconductor Equipment & Materials names. AMAT ranks #2 (10.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
28,912 | $12,528,436 | |
| 2 | AMAT |
Applied Materials Inc /De
This page
|
2,182 | $1,577,586 | |
| 3 | KLAC |
Kla Corp
|
2,132 | $643,245 | |
| 4 | TER |
Teradyne, Inc
|
105 | $50,803 | |
| 5 | ASML |
Asml Holding NV
|
22 | $43,767 | |
| 6 | Q |
Qnity Electronics, Inc.
|
244 | $39,847 | |
| 7 | AMKR |
Amkor Technology, Inc.
|
122 | $10,520 | |
| 8 | ENTG |
Entegris Inc
|
22 | $3,956 |
All Filings in AMAT
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,577,586 | 2,182 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $815,852 | 2,387 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $612,150 | 2,382 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $486,871 | 2,378 | Shares | Sole | 2026-02-23 | |
| 2025-06-30 | $434,974 | 2,376 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $342,773 | 2,362 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $404,135 | 2,485 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $502,094 | 2,485 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $585,963 | 2,483 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $508,356 | 2,465 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $398,854 | 2,461 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $338,925 | 2,448 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $351,232 | 2,430 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $292,949 | 2,385 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $228,550 | 2,347 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $165,170 | 2,016 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $180,959 | 1,989 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $42,439 | 322 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $41,700 | 265 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $30,380 | 236 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $19,081 | 134 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $2,939 | 22 | Shares | Sole | 2021-05-12 | |
| No filing history on record for this holder in this stock. | ||||||