Beacon Financial Advisory LLC
Position in AMAT — Applied Materials Inc /De
CIK 1800502
Cleveland, OH
Position in AMAT
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$916,041
+$507,261 QoQ
Shares Held
1,267
+5.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#2,195
of 3,498 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMAT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Beacon Financial Advisory LLC holds $3,780,366 across 5 Semiconductor Equipment & Materials names. AMAT ranks #2 (24.2% of the industry book) .
All Filings in AMAT
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $916,041 | 1,267 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $408,780 | 1,196 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $286,029 | 1,113 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $209,653 | 1,024 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||