Beacon Pointe Advisors, LLC

Position in AMAT — Applied Materials Inc /De

CIK 1744317 NEWPORT BEACH, CA

Position in AMAT

as of Jun 30, 2026 · filed Aug 18, 2026 Compact

Position Value

$20,674,185

+$10,119,027 QoQ

Shares Held

28,595

-7.4% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#674

of 3,488 holders

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Beacon Pointe Advisors, LLC holds $69,583,774 across 8 Semiconductor Equipment & Materials names. AMAT ranks #2 (29.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp	77,136	$33,425,342
2	AMAT	Applied Materials Inc /De This page	28,595	$20,674,185
3	ASML	Asml Holding NV	3,647	$7,255,487
4	KLAC	Kla Corp	15,321	$4,622,498
5	Q	Qnity Electronics, Inc.	12,124	$1,979,970
6	TER	Teradyne, Inc	1,814	$877,685
7	ACLS	Axcelis Technologies Inc	2,231	$422,662
8	AXTI	Axt Inc	4,522	$325,945

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$20,674,185	28,595	-7.4%	Shares	Sole	2026-08-18
2026-03-31	$10,555,158	30,882	+32.8%	Shares	Sole	2026-05-15
2025-12-31	$5,977,073	23,258	+16.5%	Shares	Sole	2026-02-18
2025-09-30	$4,087,019	19,962	+48.8%	Shares	Sole	2025-11-14
2025-06-30	$2,456,433	13,418	+7.9%	Shares	Sole	2025-08-13
2025-03-31	$1,804,131	12,432	-3.8%	Shares	Sole	2025-05-13
2024-12-31	$2,101,992	12,925	-22.1%	Shares	Sole	2025-02-14
2024-09-30	$3,352,211	16,591	-12.1%	Shares	Sole	2024-11-14
2024-06-30	$4,454,783	18,877	-16.6%	Shares	Sole	2024-08-12
2024-03-31	$4,665,335	22,622	-8.3%	Shares	Sole	2024-05-14
2023-12-31	$3,999,725	24,679	-2.3%	Shares	Sole	2024-02-08
2023-09-30	$3,497,939	25,265	+72.2%	Shares	Sole	2023-11-14
2023-06-30	$2,120,690	14,672	+7.0%	Shares	Sole	2023-08-14
2023-03-31	$1,683,876	13,709	+12.6%	Shares	Sole	2023-05-12
2022-12-31	$1,185,991	12,179	-7.7%	Shares	Sole	2023-02-14
2022-09-30	$1,080,984	13,194	+4.6%	Shares	Sole	2022-11-09
2022-06-30	$1,148,076	12,619	-51.8%	Shares	Sole	2022-08-11
2022-03-31	$3,452,896	26,198	+122.2%	Shares	Sole	2022-05-17
2021-12-31	$1,854,959	11,788	-12.5%	Shares	Sole	2022-02-14
2021-09-30	$1,734,250	13,472	+15.6%	Shares	Sole	2021-11-15
2021-06-30	$1,660,099	11,658	+148.1%	Shares	Sole	2021-08-17
2021-03-31	$627,786	4,699	-8.2%	Shares	Sole	2021-05-18
2020-12-31	$441,597	5,117	+31.8%	Shares	Sole	2021-02-12
2020-06-30	$234,666	3,882	—	Shares	Sole	2020-08-14
No filing history on record for this holder in this stock.