Cynosure Group, LLC

Position in AMAT — Applied Materials Inc /De

CIK 1763409 Salt Lake City, UT

Position in AMAT

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$921,825

+$418,711 QoQ

Shares Held

1,275

-13.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#2,185

of 3,488 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 53% Shared 47% None 0%

Technology · as of Jun 30, 2026

Cynosure Group, LLC holds $3,941,594 across 5 Semiconductor Equipment & Materials names. AMAT ranks #2 (23.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp	2,637	$1,142,689
2	AMAT	Applied Materials Inc /De This page	1,275	$921,825
3	UCTT	Ultra Clean Holdings, Inc.	5,353	$763,283
4	KLAC	Kla Corp	2,440	$736,171
5	AXTI	Axt Inc	5,239	$377,626

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$921,825	1,275	-13.4%	Shares	Other	2026-08-05
2026-03-31	$503,114	1,472	—	Shares	Sole	2026-05-14
No filing history on record for this holder in this stock.