Shepherd Financial Partners LLC
Position in AMAT — Applied Materials Inc /De
CIK 1696628
WINCHESTER, MA
Position in AMAT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,312,154
+$1,234,491 QoQ
Shares Held
3,198
+1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#1,610
of 3,488 holders
Holding Since
Jun 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, 2026Shepherd Financial Partners LLC holds $4,559,298 across 4 Semiconductor Equipment & Materials names. AMAT ranks #1 (50.7% of the industry book) .
All Filings in AMAT
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,312,154 | 3,198 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,077,663 | 3,153 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $819,284 | 3,188 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $632,237 | 3,088 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $567,700 | 3,101 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $437,972 | 3,018 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $470,325 | 2,892 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $640,902 | 3,172 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $651,568 | 2,761 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $564,245 | 2,736 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $439,371 | 2,711 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $372,153 | 2,688 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $340,391 | 2,355 | Shares | Sole | 2023-08-11 | |
| No filing history on record for this holder in this stock. | ||||||