Position in AMAT
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$5,083,413
+$2,625,260 QoQ
Shares Held
7,031
-2.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#1,209
of 3,488 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 61%
Shared 39%
None 0%
Common Shares in AMAT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Belpointe Asset Management LLC holds $22,333,397 across 9 Semiconductor Equipment & Materials names. AMAT ranks #2 (22.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KLAC |
Kla Corp
|
18,443 | $5,564,437 | |
| 2 | AMAT |
Applied Materials Inc /De
This page
|
7,031 | $5,083,413 | |
| 3 | LRCX |
Lam Research Corp
|
9,570 | $4,146,968 | |
| 4 | ASML |
Asml Holding NV
|
1,836 | $3,652,611 | |
| 5 | TER |
Teradyne, Inc
|
2,598 | $1,257,016 | |
| 6 | ENTG |
Entegris Inc
|
6,907 | $1,242,293 | |
| 7 | Q |
Qnity Electronics, Inc.
|
4,061 | $663,201 | |
| 8 | AEHR |
Aehr Test Systems
|
4,289 | $412,001 |
All Filings in AMAT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,083,413 | 7,031 | Shares | Other | 2026-07-31 | |
| 2026-03-31 | $2,458,153 | 7,192 | Shares | Other | 2026-04-28 | |
| 2025-12-31 | $1,634,970 | 6,362 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $923,786 | 4,512 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $921,757 | 5,035 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $610,084 | 4,204 | Shares | Other | 2025-05-20 | |
| 2024-12-31 | $607,260 | 3,734 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $741,927 | 3,672 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,040,479 | 4,409 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $655,192 | 3,177 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $516,192 | 3,185 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $393,198 | 2,840 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $815,639 | 5,643 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,078,570 | 8,781 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $804,456 | 8,261 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $741,466 | 9,050 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,563,127 | 17,181 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $2,068,073 | 15,691 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $2,145,918 | 13,637 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,725,754 | 13,406 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,773,164 | 12,452 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $2,080,018 | 15,569 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,321,857 | 15,317 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $427,029 | 7,183 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $264,226 | 4,371 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $161,194 | 3,518 | Shares | Sole | 2020-07-20 | |
| No filing history on record for this holder in this stock. | ||||||