JT Stratford LLC

Position in AMAT — Applied Materials Inc /De

CIK 1689013 GAINESVILLE, GA

Position in AMAT

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$9,135,828

+$6,635,293 QoQ

Shares Held

12,636

+72.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.85%

of 13F equity value

Holder Rank

#956

of 3,488 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

JT Stratford LLC holds $12,832,997 across 4 Semiconductor Equipment & Materials names. AMAT ranks #1 (71.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De This page	12,636	$9,135,828
2	LRCX	Lam Research Corp	5,066	$2,195,249
3	ASML	Asml Holding NV	592	$1,177,748
4	TER	Teradyne, Inc	670	$324,172

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,135,828	12,636	+72.7%	Shares	Sole	2026-08-14
2026-03-31	$2,500,535	7,316	-38.3%	Shares	Sole	2026-05-15
2025-12-31	$3,049,186	11,865	-22.9%	Shares	Sole	2026-02-12
2025-09-30	$3,152,586	15,398	-10.2%	Shares	Sole	2025-11-12
2025-06-30	$3,139,650	17,150	+70.1%	Shares	Sole	2025-08-13
2025-03-31	$1,463,244	10,083	-14.4%	Shares	Sole	2025-05-14
2024-12-31	$1,915,293	11,777	+0.7%	Shares	Sole	2025-02-18
2024-09-30	$2,363,176	11,696	-3.8%	Shares	Sole	2024-11-14
2024-06-30	$2,869,402	12,159	+11.7%	Shares	Sole	2024-08-14
2024-03-31	$2,245,844	10,890	+0.4%	Shares	Sole	2024-05-14
2023-12-31	$1,757,162	10,842	+2.7%	Shares	Sole	2024-02-14
2023-09-30	$1,461,478	10,556	+17.6%	Shares	Sole	2023-11-14
2023-06-30	$1,297,101	8,974	+8.8%	Shares	Sole	2023-08-14
2023-03-31	$1,012,733	8,245	+15.7%	Shares	Sole	2023-05-10
2022-12-31	$694,222	7,129	+4.8%	Shares	Sole	2023-02-14
2022-09-30	$557,287	6,802	-69.5%	Shares	Sole	2022-11-14
2022-06-30	$2,026,579	22,275	-0.0%	Shares	Sole	2022-08-15
2022-03-31	$2,936,372	22,279	+13.6%	Shares	Sole	2022-05-12
2021-12-31	$3,086,144	19,612	+8.1%	Shares	Sole	2022-02-11
2021-09-30	$2,336,192	18,148	+30.4%	Shares	Sole	2021-11-15
2021-06-30	$1,982,350	13,921	+16.0%	Shares	Sole	2021-08-16
2021-03-31	$1,603,333	12,001	+117.6%	Shares	Sole	2021-05-12
2020-12-31	$475,944	5,515	+3.9%	Shares	Sole	2021-02-16
2020-09-30	$315,560	5,308	+28.3%	Shares	Sole	2020-11-13
2020-06-30	$250,081	4,137	—	Shares	Sole	2020-08-14
No filing history on record for this holder in this stock.