Position in AMAT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$12,043,734
+$11,998,960 QoQ
Shares Held
16,658
+12616.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.05%
of 13F equity value
Holder Rank
#853
of 3,488 holders
Holding Since
Dec 2020
9 quarters on record
Voting authority
Sole 49%
Shared 0%
None 51%
Common Shares in AMAT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026IFG Advisory, LLC holds $14,484,100 across 9 Semiconductor Equipment & Materials names. AMAT ranks #1 (83.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
This page
|
16,658 | $12,043,734 | |
| 2 | LRCX |
Lam Research Corp
|
3,123 | $1,353,289 | |
| 3 | ASML |
Asml Holding NV
|
300 | $596,831 | |
| 4 | KLAC |
Kla Corp
|
1,203 | $362,957 | |
| 5 | Q |
Qnity Electronics, Inc.
|
551 | $89,983 | |
| 6 | PLAB |
Photronics Inc
|
500 | $16,265 | |
| 7 | ENTG |
Entegris Inc
|
77 | $13,849 | |
| 8 | ONTO |
Onto Innovation Inc.
|
14 | $5,298 |
All Filings in AMAT
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,043,734 | 16,658 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $44,774 | 131 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $9,567,480 | 37,229 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $7,592,373 | 37,083 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $6,619,078 | 36,156 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $473,526 | 3,263 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $529,523 | 3,256 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $889,918 | 3,771 | Shares | Sole | 2024-07-30 | |
| 2020-12-31 | $210,917 | 2,444 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||