Valeo Financial Advisors, LLC

Position in AMAT — Applied Materials Inc /De

CIK 1722641 CARMEL, IN

Back to AMAT Full portfolio

Position in AMAT

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$5,107,272

+$2,293,999 QoQ

Shares Held

7,064

-14.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#1,206

of 3,488 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in AMAT Over Time

Shares Held

Position Value (USD)

Derivatives in AMAT

reported options exposure · as of Dec 31, 2025

CallValue

$51,398

CallShares

200

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Semiconductor Equipment & Materials

Technology · as of Jun 30, 2026

Valeo Financial Advisors, LLC holds $17,041,554 across 5 Semiconductor Equipment & Materials names. AMAT ranks #1 (30.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De This page	7,064	$5,107,272
2	ASML	Asml Holding NV	2,567	$5,106,892
3	LRCX	Lam Research Corp	10,357	$4,487,998
4	KLAC	Kla Corp	6,157	$1,857,628
5	Q	Qnity Electronics, Inc.	2,950	$481,764

All Filings in AMAT

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,107,272	7,064	-14.2%	Shares	Sole	2026-07-08
2026-03-31	$2,813,273	8,231	-20.2%	Shares	Sole	2026-05-08
2025-12-31	$51,398	200	—	Call	Sole	2026-02-04
2025-12-31	$2,649,566	10,310	+8.3%	Shares	Sole	2026-02-04
2025-09-30	$1,948,715	9,518	+7.8%	Shares	Sole	2025-11-03
2025-06-30	$1,616,325	8,829	+0.8%	Shares	Sole	2025-09-12
2025-03-31	$1,270,815	8,757	+2.5%	Shares	Sole	2025-04-30
2024-12-31	$1,389,998	8,547	-5.1%	Shares	Sole	2025-01-30
2024-09-30	$1,820,672	9,011	+7.9%	Shares	Sole	2024-10-10
2024-06-30	$1,970,280	8,349	+3.4%	Shares	Sole	2024-07-10
2024-03-31	$1,665,719	8,077	+3.4%	Shares	Sole	2024-04-25
2023-12-31	$1,266,414	7,814	+4.1%	Shares	Sole	2024-01-29
2023-09-30	$1,039,205	7,506	+1.3%	Shares	Sole	2023-10-20
2023-06-30	$1,071,041	7,410	+12.4%	Shares	Sole	2023-07-14
2023-03-31	$809,449	6,590	+39.2%	Shares	Sole	2023-04-17
2022-12-31	$460,996	4,734	+49.2%	Shares	Sole	2023-02-09
2022-06-30	$288,588	3,172	-31.9%	Shares	Sole	2022-08-03
2022-03-31	$614,319	4,661	+14.6%	Shares	Sole	2022-04-28
2021-12-31	$640,140	4,068	+1.3%	Shares	Sole	2022-01-07
2021-09-30	$516,722	4,014	+52.9%	Shares	Sole	2021-11-02
2021-06-30	$373,800	2,625	+48.3%	Shares	Sole	2021-07-22
2021-03-31	$236,472	1,770	-40.1%	Shares	Sole	2021-04-12
2020-12-31	$255,016	2,955	+9.4%	Shares	Sole	2021-02-11
2020-09-30	$160,633	2,702	-14.6%	Shares	Sole	2020-10-28
2020-06-30	$191,324	3,165	+1.1%	Shares	Sole	2020-07-20
2020-03-31	$143,508	3,132	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.