Position in AMAT
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$3,178,308
+$2,730,222 QoQ
Shares Held
4,396
+235.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,435
of 3,488 holders
Holding Since
Mar 2021
22 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, 2026Proficio Capital Partners LLC holds $23,321,534 across 7 Semiconductor Equipment & Materials names. AMAT ranks #2 (13.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
38,496 | $16,681,471 | |
| 2 | AMAT |
Applied Materials Inc /De
This page
|
4,396 | $3,178,308 | |
| 3 | KLAC |
Kla Corp
|
5,988 | $1,806,639 | |
| 4 | ONTO |
Onto Innovation Inc.
|
1,635 | $618,765 | |
| 5 | TER |
Teradyne, Inc
|
933 | $451,422 | |
| 6 | AMKR |
Amkor Technology, Inc.
|
4,452 | $383,895 | |
| 7 | Q |
Qnity Electronics, Inc.
|
1,231 | $201,034 |
All Filings in AMAT
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,178,308 | 4,396 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $448,086 | 1,311 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $336,913 | 1,311 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $289,092 | 1,412 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $868,301 | 4,743 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $607,472 | 4,186 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $736,713 | 4,530 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $728,188 | 3,604 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $1,009,565 | 4,278 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $884,726 | 4,290 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $690,904 | 4,263 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $587,581 | 4,244 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $591,168 | 4,090 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $514,534 | 4,189 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $416,104 | 4,273 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $317,970 | 3,881 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $355,094 | 3,903 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $502,948 | 3,816 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $433,841 | 2,757 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $359,156 | 2,790 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $385,904 | 2,710 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $359,250 | 2,689 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||