McGuire Investment Group, LLC

Position in AMAT — Applied Materials Inc /De

CIK 1756959 WAKEFIELD, RI

Position in AMAT

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$78,184,497

+$41,121,473 QoQ

Shares Held

108,139

-0.3% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

8.86%

of 13F equity value

Holder Rank

#368

of 3,488 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

McGuire Investment Group, LLC holds $187,335,680 across 4 Semiconductor Equipment & Materials names. AMAT ranks #2 (41.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp	182,811	$79,217,490
2	AMAT	Applied Materials Inc /De This page	108,139	$78,184,497
3	ASML	Asml Holding NV	14,470	$28,787,195
4	KLAC	Kla Corp	3,800	$1,146,498

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$78,184,497	108,139	-0.3%	Shares	Sole	2026-07-27
2026-03-31	$37,063,024	108,438	-8.1%	Shares	Sole	2026-04-29
2025-12-31	$30,324,049	117,997	-4.7%	Shares	Sole	2026-01-26
2025-09-30	$25,341,284	123,773	-1.1%	Shares	Sole	2025-10-21
2025-06-30	$22,915,970	125,176	+1.8%	Shares	Sole	2025-07-18
2025-03-31	$17,839,456	122,929	+0.4%	Shares	Sole	2025-04-25
2024-12-31	$19,913,880	122,449	-0.4%	Shares	Sole	2025-01-21
2024-09-30	$24,838,410	122,932	-1.0%	Shares	Sole	2024-10-10
2024-06-30	$29,314,913	124,221	-7.0%	Shares	Sole	2024-07-24
2024-03-31	$27,547,584	133,577	-11.0%	Shares	Sole	2024-04-26
2023-12-31	$24,311,310	150,005	+0.8%	Shares	Sole	2024-01-12
2023-09-30	$20,612,574	148,881	-4.8%	Shares	Sole	2023-10-12
2023-06-30	$22,614,728	156,460	-1.6%	Shares	Sole	2023-07-18
2023-03-31	$19,523,337	158,946	-0.6%	Shares	Sole	2023-04-20
2022-12-31	$15,568,140	159,870	+0.9%	Shares	Sole	2023-01-10
2022-09-30	$12,987,133	158,515	+0.4%	Shares	Sole	2022-10-13
2022-06-30	$14,362,193	157,861	-0.3%	Shares	Sole	2022-07-15
2022-03-31	$20,865,917	158,315	+0.5%	Shares	Sole	2022-04-25
2021-12-31	$24,786,088	157,512	-1.0%	Shares	Sole	2022-01-13
2021-09-30	$20,487,636	159,152	+1.0%	Shares	Sole	2021-10-19
2021-06-30	$22,428,996	157,507	-1.4%	Shares	Sole	2021-07-16
2021-03-31	$21,344,871	159,767	+5.5%	Shares	Sole	2021-04-20
2020-12-31	$13,063,058	151,368	-0.2%	Shares	Sole	2021-01-13
2020-09-30	$9,018,267	151,695	-0.6%	Shares	Sole	2020-10-19
2020-06-30	$9,221,043	152,540	+0.7%	Shares	Sole	2020-07-14
2020-03-31	$6,944,066	151,551	—	Shares	Sole	2020-04-02
No filing history on record for this holder in this stock.