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Equibles

Salomon & Ludwin, LLC

Position in AMAT — Applied Materials Inc /De

CIK 1766156 RICHMOND, VA
Back to AMAT Full portfolio

Position in AMAT

as of Jun 30, 2026 · filed Aug 7, 2026
Position Value
$2,257,929
+$1,141,985 QoQ
Shares Held
3,123
-4.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
#1,632
of 3,513 holders
Holding Since
Sep 2023
12 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, 2026

Salomon & Ludwin, LLC holds $10,731,085 across 19 Semiconductor Equipment & Materials names. AMAT ranks #2 (21.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 LRCX
Lam Research Corp
 16,077 $6,966,646
2 AMAT
Applied Materials Inc /De
This page 		3,123 $2,257,929
3 ASML
Asml Holding NV
 240 $477,465
4 KLAC
Kla Corp
 820 $247,402
5 FORM
Formfactor Inc
 807 $129,063
6 KLIC
Kulicke & Soffa Industries Inc
 738 $98,714
7 ATEYY
Advantest Corp
 445 $92,586
8 UCTT
Ultra Clean Holdings, Inc.
 520 $74,146

All Filings in AMAT

Export CSV
12 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,257,929 3,123
2026-03-31 $1,115,944 3,265
2025-12-31 $867,084 3,374
2025-09-30 $670,523 3,275
2025-06-30 $573,009 3,130
2025-03-31 $18,865 130
2024-12-31 $21,141 130
2024-09-30 $26,266 130
2024-06-30 $30,678 130
2024-03-31 $56,300 273
2023-12-31 $44,245 273
2023-09-30 $37,796 273