Position in AMAT
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$140,985
+$69,210 QoQ
Shares Held
195
-7.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#3,311
of 3,488 holders
Holding Since
Mar 2022
8 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, 2026Triumph Capital Management holds $553,151 across 9 Semiconductor Equipment & Materials names. AMAT ranks #1 (25.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
This page
|
195 | $140,985 | |
| 2 | LRCX |
Lam Research Corp
|
310 | $134,332 | |
| 3 | ASML |
Asml Holding NV
|
63 | $125,334 | |
| 4 | KLAC |
Kla Corp
|
365 | $110,124 | |
| 5 | TER |
Teradyne, Inc
|
82 | $39,674 | |
| 6 | COHU |
Cohu Inc
|
20 | $1,478 | |
| 7 | Q |
Qnity Electronics, Inc.
|
4 | $653 | |
| 8 | ENTG |
Entegris Inc
|
3 | $539 |
All Filings in AMAT
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $140,985 | 195 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $71,775 | 210 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $47,543 | 185 | Shares | Sole | 2026-02-12 | |
| 2024-09-30 | $347,323 | 1,719 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $939,004 | 3,979 | Shares | Sole | 2025-02-14 | |
| 2024-03-31 | $897,925 | 4,354 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $376,002 | 2,320 | Shares | Sole | 2024-02-05 | |
| 2022-03-31 | $211,802 | 1,607 | Shares | Sole | 2022-05-03 | |
| No filing history on record for this holder in this stock. | ||||||