Position in AMAT
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$24,593,568
+$9,016,489 QoQ
Shares Held
34,016
-25.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
2.62%
of 13F equity value
Holder Rank
#125
of 1,347 holders
Holding Since
Mar 2023
14 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, 2026ISTHMUS PARTNERS, LLC holds $32,862,766 across 4 Semiconductor Equipment & Materials names. AMAT ranks #1 (74.8% of the industry book) .
All Filings in AMAT
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,593,568 | 34,016 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $15,577,079 | 45,575 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $18,491,458 | 71,954 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $15,161,611 | 74,053 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $13,538,209 | 73,951 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $8,929,523 | 61,532 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $9,925,634 | 61,032 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $12,044,604 | 59,612 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $16,815,467 | 71,255 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $15,963,851 | 77,408 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $13,201,411 | 81,455 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $11,187,590 | 80,806 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $11,818,313 | 81,765 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $10,107,680 | 82,290 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||