Position in AMAT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,883,592
+$4,186,792 QoQ
Shares Held
10,904
+0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#1,021
of 3,488 holders
Holding Since
Mar 2020
26 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, 2026Mutual Advisors, LLC holds $30,626,995 across 7 Semiconductor Equipment & Materials names. AMAT ranks #2 (25.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
19,057 | $8,257,969 | |
| 2 | AMAT |
Applied Materials Inc /De
This page
|
10,904 | $7,883,592 | |
| 3 | ASML |
Asml Holding NV
|
3,377 | $6,718,338 | |
| 4 | KLAC |
Kla Corp
|
18,560 | $5,599,737 | |
| 5 | TER |
Teradyne, Inc
|
2,355 | $1,139,443 | |
| 6 | Q |
Qnity Electronics, Inc.
|
5,019 | $819,652 | |
| 7 | KLIC |
Kulicke & Soffa Industries Inc
|
1,557 | $208,264 |
All Filings in AMAT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,883,592 | 10,904 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,696,800 | 10,816 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,695,363 | 6,597 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,330,605 | 6,499 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,116,727 | 6,100 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $858,239 | 5,914 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $992,530 | 6,103 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,338,985 | 6,627 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $2,305,386 | 9,769 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,219,437 | 5,913 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $962,047 | 5,936 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $969,011 | 6,999 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $917,973 | 6,351 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $808,835 | 6,585 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $637,936 | 6,551 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $570,068 | 6,958 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $672,706 | 7,394 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,001,021 | 7,595 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,172,017 | 7,448 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $978,348 | 7,600 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,250,849 | 22,829 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,953,900 | 14,625 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,699,678 | 19,695 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,055,832 | 17,760 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,072,806 | 17,747 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $688,033 | 15,016 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||