Americana Partners, LLC

Position in AMAT — Applied Materials Inc /De

CIK 1797678 Houston, TX

Position in AMAT

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

Position Value

$1,286,217

+$807,711 QoQ

Shares Held

1,779

+27.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,972

of 3,488 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Americana Partners, LLC holds $37,868,693 across 6 Semiconductor Equipment & Materials names. AMAT ranks #5 (3.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ASML	Asml Holding NV	12,039	$23,950,866
2	KLAC	Kla Corp	19,378	$5,846,536
3	LRCX	Lam Research Corp	10,295	$4,461,132
4	TER	Teradyne, Inc	4,063	$1,965,841
5	AMAT	Applied Materials Inc /De This page	1,779	$1,286,217
6	ENTG	Entegris Inc	1,991	$358,101

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,286,217	1,779	+27.1%	Shares	Sole	2026-08-05
2026-03-31	$478,506	1,400	-81.6%	Shares	Sole	2026-05-12
2025-12-31	$1,951,325	7,593	+0.8%	Shares	Sole	2026-02-06
2025-09-30	$1,542,511	7,534	+5.6%	Shares	Sole	2025-10-29
2025-06-30	$1,306,021	7,134	-0.1%	Shares	Sole	2025-08-07
2025-03-31	$1,036,447	7,142	-34.2%	Shares	Sole	2025-05-12
2024-12-31	$1,765,836	10,858	-64.2%	Shares	Sole	2025-01-31
2024-09-30	$6,128,580	30,332	+4.8%	Shares	Sole	2024-10-28
2024-06-30	$6,830,730	28,945	-3.3%	Shares	Sole	2024-07-30
2024-03-31	$6,174,113	29,938	+3.4%	Shares	Sole	2024-05-07
2023-12-31	$4,694,519	28,966	-0.3%	Shares	Sole	2024-01-25
2023-09-30	$4,021,972	29,050	+2.8%	Shares	Sole	2023-11-07
2023-06-30	$4,085,278	28,264	-1.4%	Shares	Sole	2023-07-31
2023-03-31	$3,522,395	28,677	+8.7%	Shares	Sole	2023-05-08
2022-12-31	$2,570,052	26,392	+27.0%	Shares	Sole	2023-01-30
2022-09-30	$1,702,013	20,774	0.0%	Shares	Sole	2022-11-14
2022-06-30	$1,890,018	20,774	+389.0%	Shares	Sole	2022-08-15
2022-03-31	$559,886	4,248	-77.3%	Shares	Sole	2022-05-06
2021-12-31	$2,946,566	18,725	+48.3%	Shares	Sole	2022-01-28
2021-09-30	$1,625,731	12,629	—	Shares	Sole	2021-11-08
No filing history on record for this holder in this stock.