Holistic Financial Partners
Position in AMAT — Applied Materials Inc /De
CIK 1729304
INDIANAPOLIS, IN
Position in AMAT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$396,204
+$109,443 QoQ
Shares Held
548
-34.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#2,781
of 3,488 holders
Holding Since
Mar 2024
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AMAT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Holistic Financial Partners holds $991,785 across 3 Semiconductor Equipment & Materials names. AMAT ranks #1 (39.9% of the industry book) .
All Filings in AMAT
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $396,204 | 548 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $286,761 | 839 | Shares | Sole | 2026-05-05 | |
| 2024-06-30 | $220,650 | 935 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $221,491 | 1,074 | Shares | Sole | 2024-05-08 | |
| No filing history on record for this holder in this stock. | ||||||