Advisory Resource Group

Position in AMAT — Applied Materials Inc /De

CIK 1764968 Tulsa, OK

Position in AMAT

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$13,358,148

+$7,167,990 QoQ

Shares Held

18,476

+2.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

4.79%

of 13F equity value

Holder Rank

#815

of 3,488 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Advisory Resource Group holds $20,011,521 across 4 Semiconductor Equipment & Materials names. AMAT ranks #1 (66.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De This page	18,476	$13,358,148
2	LRCX	Lam Research Corp	5,447	$2,360,348
3	KLAC	Kla Corp	7,312	$2,206,103
4	ASML	Asml Holding NV	1,049	$2,086,922

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,358,148	18,476	+2.0%	Shares	Sole	2026-07-14
2026-03-31	$6,190,158	18,111	-35.3%	Shares	Sole	2026-05-15
2025-12-31	$7,193,407	27,991	-10.5%	Shares	Sole	2026-02-12
2025-09-30	$6,400,991	31,264	-4.5%	Shares	Sole	2025-10-22
2025-06-30	$5,993,711	32,740	+1.0%	Shares	Sole	2025-08-08
2025-03-31	$4,705,225	32,423	+16.3%	Shares	Sole	2025-04-21
2024-12-31	$4,534,774	27,884	+12.1%	Shares	Sole	2025-01-28
2024-09-30	$5,024,377	24,867	+22.5%	Shares	Sole	2024-11-20
2024-06-30	$4,792,012	20,306	-1.6%	Shares	Sole	2024-07-24
2024-03-31	$4,254,318	20,629	-8.9%	Shares	Sole	2024-05-17
2023-12-31	$3,669,751	22,643	-4.9%	Shares	Sole	2024-01-11
2023-09-30	$3,297,879	23,820	+2.3%	Shares	Sole	2023-12-05
2023-06-30	$3,364,457	23,277	-1.8%	Shares	Sole	2023-07-11
2023-03-31	$2,912,176	23,709	-14.5%	Shares	Sole	2023-05-15
2022-12-31	$2,701,613	27,743	+1.7%	Shares	Sole	2023-01-27
2022-09-30	$2,234,558	27,274	+25.7%	Shares	Sole	2022-10-11
2022-06-30	$1,973,993	21,697	+21.9%	Shares	Sole	2022-07-21
2022-03-31	$2,345,776	17,798	+5.2%	Shares	Sole	2022-04-06
2021-12-31	$2,662,059	16,917	+5.2%	Shares	Sole	2022-02-08
2021-09-30	$2,070,622	16,085	+1.4%	Shares	Sole	2021-10-26
2021-06-30	$2,258,179	15,858	+6.6%	Shares	Sole	2021-08-19
2021-03-31	$1,988,368	14,883	-27.5%	Shares	Sole	2021-05-24
2020-12-31	$1,770,789	20,519	-15.6%	Shares	Sole	2021-02-23
2020-09-30	$1,444,635	24,300	+11.5%	Shares	Sole	2020-12-09
2020-06-30	$1,317,628	21,797	—	Shares	Sole	2020-08-19
No filing history on record for this holder in this stock.