Occidental Asset Management, LLC
Position in AMAT — Applied Materials Inc /De
CIK 1770994
Burlingame, CA
Position in AMAT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$8,564,658
+$8,287,467 QoQ
Shares Held
11,846
+1360.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.41%
of 13F equity value
Holder Rank
#985
of 3,488 holders
Holding Since
Mar 2020
26 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, 2026Occidental Asset Management, LLC holds $13,419,391 across 6 Semiconductor Equipment & Materials names. AMAT ranks #1 (63.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
This page
|
11,846 | $8,564,658 | |
| 2 | ASML |
Asml Holding NV
|
1,180 | $2,347,539 | |
| 3 | KLAC |
Kla Corp
|
3,705 | $1,117,835 | |
| 4 | Q |
Qnity Electronics, Inc.
|
5,510 | $899,838 | |
| 5 | LRCX |
Lam Research Corp
|
661 | $286,431 | |
| 6 | ACLS |
Axcelis Technologies Inc
|
1,072 | $203,090 |
All Filings in AMAT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,564,658 | 11,846 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $277,191 | 811 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $6,661,951 | 25,923 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $5,232,949 | 25,559 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $4,531,348 | 24,752 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $3,501,455 | 24,128 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,591,683 | 22,085 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $4,221,834 | 20,895 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $4,587,645 | 19,440 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $3,867,224 | 18,752 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $3,147,561 | 19,421 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $2,653,255 | 19,164 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $2,740,767 | 18,962 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $2,221,380 | 18,085 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,684,868 | 17,302 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $1,345,700 | 16,425 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,389,628 | 15,274 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $1,947,476 | 14,776 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $2,300,760 | 14,621 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $1,793,080 | 13,929 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $1,864,443 | 13,093 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $1,673,206 | 12,524 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $1,429,214 | 16,561 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $946,979 | 15,929 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $953,356 | 15,771 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $696,005 | 15,190 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||