Position in AMAT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$194,408,916
+$93,847,463 QoQ
Shares Held
268,892
-8.6% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
2.07%
of 13F equity value
Holder Rank
#220
of 3,488 holders
Holding Since
Dec 2022
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMAT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Vest Financial, LLC holds $528,561,881 across 6 Semiconductor Equipment & Materials names. AMAT ranks #1 (36.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
This page
|
268,892 | $194,408,916 | |
| 2 | LRCX |
Lam Research Corp
|
384,415 | $166,578,551 | |
| 3 | KLAC |
Kla Corp
|
526,414 | $158,824,367 | |
| 4 | ASML |
Asml Holding NV
|
3,793 | $7,545,945 | |
| 5 | AMKR |
Amkor Technology, Inc.
|
9,000 | $776,070 | |
| 6 | KLIC |
Kulicke & Soffa Industries Inc
|
3,200 | $428,032 |
All Filings in AMAT
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $194,408,916 | 268,892 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $100,561,453 | 294,220 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $79,151,634 | 307,995 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $63,338,161 | 309,359 | Shares | Defined | 2025-10-30 | |
| 2025-06-30 | $47,892,026 | 261,605 | Shares | Defined | 2025-07-25 | |
| 2025-03-31 | $32,431,126 | 223,478 | Shares | Defined | 2025-04-11 | |
| 2024-12-31 | $34,115,057 | 209,771 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $30,034,530 | 148,649 | Shares | Defined | 2024-10-18 | |
| 2024-06-30 | $22,733,624 | 96,333 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $18,813,125 | 91,224 | Shares | Defined | 2024-04-30 | |
| 2022-12-31 | $352,710 | 3,622 | Shares | Defined | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||