Position in AMAT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$31,858,272
+$19,050,718 QoQ
Shares Held
44,064
+17.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#557
of 3,488 holders
Holding Since
Sep 2020
24 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, 2026Integrated Wealth Concepts LLC holds $108,910,098 across 27 Semiconductor Equipment & Materials names. AMAT ranks #1 (29.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
This page
|
44,064 | $31,858,272 | |
| 2 | LRCX |
Lam Research Corp
|
66,947 | $29,010,143 | |
| 3 | ASML |
Asml Holding NV
|
6,692 | $13,313,331 | |
| 4 | ONTO |
Onto Innovation Inc.
|
31,090 | $11,766,010 | |
| 5 | KLAC |
Kla Corp
|
21,866 | $6,597,190 | |
| 6 | TER |
Teradyne, Inc
|
13,123 | $6,349,432 | |
| 7 | AMKR |
Amkor Technology, Inc.
|
42,233 | $3,641,751 | |
| 8 | Q |
Qnity Electronics, Inc.
|
15,130 | $2,470,880 |
All Filings in AMAT
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,858,272 | 44,064 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $12,807,554 | 37,472 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $3,055,868 | 11,891 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $7,077,861 | 34,570 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $7,305,591 | 39,906 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $4,956,428 | 34,154 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $5,385,167 | 33,113 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $6,547,632 | 32,406 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $7,758,879 | 32,878 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $7,260,120 | 35,204 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $5,445,227 | 33,598 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $5,170,969 | 37,349 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $5,242,321 | 36,269 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $3,821,609 | 31,113 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $682,244 | 7,006 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $548,685 | 6,697 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $658,331 | 7,236 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $1,254,736 | 9,520 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $1,369,976 | 8,706 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $824,644 | 6,406 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $590,248 | 4,145 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $657,044 | 4,918 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $354,779 | 4,111 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $256,229 | 4,310 | Shares | Other | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||