Johnson Financial Group, LLC

Position in AMAT — Applied Materials Inc /De

CIK 1706327 Denver, CO

Position in AMAT

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$216,353

New position

Shares Held

633

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2026

1 quarter on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

Johnson Financial Group, LLC holds $3,330,668 across 4 Semiconductor Equipment & Materials names. AMAT ranks #4 (6.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEHR	Aehr Test Systems	68,900	$2,554,812
2	ASML	Asml Holding NV	251	$331,528
3	LRCX	Lam Research Corp	1,067	$227,975
4	AMAT	Applied Materials Inc /De This page	633	$216,353

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$216,353	633	—	Shares	Sole	2026-05-14
No filing history on record for this holder in this stock.