Stone House Investment Management, LLC
Position in AMAT — Applied Materials Inc /De
CIK 1696497
TUNKHANNOCK, PA
Position in AMAT
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$114,957
+$91,374 QoQ
Shares Held
159
+130.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#3,334
of 3,488 holders
Holding Since
Mar 2023
13 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, 2026Stone House Investment Management, LLC holds $214,146 across 16 Semiconductor Equipment & Materials names. AMAT ranks #1 (53.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
This page
|
159 | $114,957 | |
| 2 | TER |
Teradyne, Inc
|
52 | $25,159 | |
| 3 | ONTO |
Onto Innovation Inc.
|
40 | $15,138 | |
| 4 | ASML |
Asml Holding NV
|
6 | $11,936 | |
| 5 | NVMI |
Nova Ltd.
|
21 | $11,401 | |
| 6 | CAMT |
Camtek Ltd
|
58 | $9,460 | |
| 7 | LRCX |
Lam Research Corp
|
17 | $7,366 | |
| 8 | Q |
Qnity Electronics, Inc.
|
40 | $6,532 |
All Filings in AMAT
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $114,957 | 159 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $23,583 | 69 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $8,737 | 34 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,637 | 8 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $11,899 | 65 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $13,786 | 95 | Shares | Sole | 2025-05-13 | |
| 2024-09-30 | $19,194 | 95 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $22,419 | 95 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $19,591 | 95 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $15,396 | 95 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $8,999 | 65 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $9,395 | 65 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $7,983 | 65 | Shares | Sole | 2023-04-26 | |
| No filing history on record for this holder in this stock. | ||||||