Trivium Point Advisory, LLC

Position in AMAT — Applied Materials Inc /De

CIK 1766564 WILTON, CT

Position in AMAT

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$1,436,601

+$1,077,722 QoQ

Shares Held

1,987

+89.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#1,904

of 3,487 holders

Holding Since

Mar 2021

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Trivium Point Advisory, LLC holds $17,737,880 across 5 Semiconductor Equipment & Materials names. AMAT ranks #4 (8.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ENTG	Entegris Inc	35,155	$6,322,978
2	KLAC	Kla Corp	20,106	$6,066,181
3	ASML	Asml Holding NV	1,582	$3,147,293
4	AMAT	Applied Materials Inc /De This page	1,987	$1,436,601
5	LRCX	Lam Research Corp	1,765	$764,827

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,436,601	1,987	+89.2%	Shares	Sole	2026-08-06
2026-03-31	$358,879	1,050	-59.6%	Shares	Sole	2026-04-21
2025-12-31	$667,146	2,596	-5.9%	Shares	Sole	2026-01-26
2025-09-30	$564,672	2,758	+17.1%	Shares	Sole	2025-11-12
2025-06-30	$431,129	2,355	+7.6%	Shares	Sole	2025-07-17
2025-03-31	$317,667	2,189	-1.1%	Shares	Sole	2025-05-13
2024-12-31	$359,900	2,213	+24.2%	Shares	Sole	2025-02-13
2024-09-30	$360,053	1,782	-0.8%	Shares	Sole	2024-11-14
2024-06-30	$424,074	1,797	-90.8%	Shares	Sole	2024-08-14
2022-06-30	$1,771,926	19,476	-17.0%	Shares	Sole	2022-07-27
2022-03-31	$3,092,291	23,462	+49.8%	Shares	Sole	2022-05-16
2021-09-30	$2,016,684	15,666	+40.6%	Shares	Sole	2021-11-15
2021-06-30	$1,587,048	11,145	+35.9%	Shares	Sole	2021-08-12
2021-03-31	$1,095,520	8,200	—	Shares	Sole	2021-05-14
No filing history on record for this holder in this stock.