Cedar Mountain Advisors, LLC
Position in AMAT — Applied Materials Inc /De
CIK 1798986
LAKE OSWEGO, OR
Position in AMAT
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$1,184,997
+$610,790 QoQ
Shares Held
1,639
-2.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.73%
of 13F equity value
Holder Rank
#2,039
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, 2026Cedar Mountain Advisors, LLC holds $1,507,243 across 14 Semiconductor Equipment & Materials names. AMAT ranks #1 (78.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
This page
|
1,639 | $1,184,997 | |
| 2 | KLAC |
Kla Corp
|
276 | $83,271 | |
| 3 | LRCX |
Lam Research Corp
|
128 | $55,466 | |
| 4 | ASML |
Asml Holding NV
|
20 | $39,788 | |
| 5 | NVMI |
Nova Ltd.
|
54 | $29,318 | |
| 6 | ACMR |
ACM Research, Inc.
|
230 | $29,184 | |
| 7 | COHU |
Cohu Inc
|
328 | $24,242 | |
| 8 | ICHR |
Ichor Holdings, Ltd.
|
214 | $24,027 |
All Filings in AMAT
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,184,997 | 1,639 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $574,207 | 1,680 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $478,772 | 1,863 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $397,400 | 1,941 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $345,086 | 1,885 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $276,163 | 1,903 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $304,443 | 1,872 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $372,782 | 1,845 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $435,401 | 1,845 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $380,494 | 1,845 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $339,374 | 2,094 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $289,914 | 2,094 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $302,666 | 2,094 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $258,311 | 2,103 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $236,925 | 2,433 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $19,745 | 241 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $18,286 | 201 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $79,343 | 602 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $94,730 | 602 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $77,495 | 602 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $86,436 | 607 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $27,521 | 206 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $30,463 | 353 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $20,985 | 353 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $18,497 | 306 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $14,020 | 306 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||