Independent Advisor Alliance

Position in AMAT — Applied Materials Inc /De

CIK 1696899 CHARLOTTE, NC

Position in AMAT

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$17,607,219

+$8,966,427 QoQ

Shares Held

24,353

-3.7% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.46%

of 13F equity value

Holder Rank

#733

of 3,488 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Independent Advisor Alliance holds $69,336,207 across 9 Semiconductor Equipment & Materials names. AMAT ranks #2 (25.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp	45,610	$19,764,180
2	AMAT	Applied Materials Inc /De This page	24,353	$17,607,219
3	ASML	Asml Holding NV	7,738	$15,394,285
4	KLAC	Kla Corp	42,697	$12,882,111
5	TER	Teradyne, Inc	2,485	$1,202,342
6	ONTO	Onto Innovation Inc.	1,988	$752,358
7	Q	Qnity Electronics, Inc.	4,103	$670,060
8	CAMT	Camtek Ltd	3,923	$639,919

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$17,607,219	24,353	-3.7%	Shares	Sole	2026-08-12
2026-03-31	$8,640,792	25,281	-2.6%	Shares	Sole	2026-05-12
2025-12-31	$6,671,974	25,962	-2.6%	Shares	Sole	2026-02-04
2025-09-30	$5,455,501	26,646	+9.0%	Shares	Sole	2025-11-04
2025-06-30	$4,476,610	24,453	+8.3%	Shares	Sole	2025-08-11
2025-03-31	$3,276,954	22,581	-8.1%	Shares	Sole	2025-05-12
2024-12-31	$3,997,933	24,583	+30.1%	Shares	Sole	2025-02-07
2024-09-30	$3,817,532	18,894	-29.2%	Shares	Sole	2024-11-13
2024-06-30	$6,299,045	26,692	+17.0%	Shares	Sole	2024-08-12
2024-03-31	$4,706,168	22,820	+3.0%	Shares	Sole	2024-05-08
2023-12-31	$3,590,011	22,151	+1.7%	Shares	Sole	2024-02-08
2023-09-30	$3,015,579	21,781	+68.4%	Shares	Sole	2023-10-24
2023-06-30	$1,869,624	12,935	+3.5%	Shares	Sole	2023-07-28
2023-03-31	$1,535,251	12,499	-1.0%	Shares	Sole	2023-05-12
2022-12-31	$1,230,005	12,631	-58.3%	Shares	Sole	2023-02-13
2022-09-30	$2,479,610	30,265	+140.2%	Shares	Sole	2022-11-04
2022-06-30	$1,146,529	12,602	-35.1%	Shares	Sole	2022-08-04
2022-03-31	$2,557,710	19,406	-22.5%	Shares	Sole	2022-05-06
2021-12-31	$3,940,766	25,043	+39.8%	Shares	Sole	2022-02-11
2021-09-30	$2,305,425	17,909	+41.1%	Shares	Sole	2021-11-01
2021-06-30	$1,807,056	12,690	+66.7%	Shares	Sole	2021-08-12
2021-03-31	$1,016,829	7,611	+13.0%	Shares	Sole	2021-05-14
2020-12-31	$581,403	6,737	+5.8%	Shares	Sole	2021-02-11
2020-09-30	$378,399	6,365	-65.5%	Shares	Sole	2020-11-04
2020-06-30	$1,116,571	18,471	-0.9%	Shares	Sole	2020-08-06
2020-03-31	$853,764	18,633	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.