Regent Peak Wealth Advisors LLC

Position in AMAT — Applied Materials Inc /De

CIK 1803329 ATLANTA, GA

Position in AMAT

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$1,447,446

+$796,678 QoQ

Shares Held

2,002

+5.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.58%

of 13F equity value

Holder Rank

#1,894

of 3,488 holders

Holding Since

Dec 2020

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Regent Peak Wealth Advisors LLC holds $4,274,807 across 6 Semiconductor Equipment & Materials names. AMAT ranks #1 (33.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De This page	2,002	$1,447,446
2	LRCX	Lam Research Corp	3,331	$1,443,422
3	KLAC	Kla Corp	2,280	$687,898
4	TER	Teradyne, Inc	554	$268,047
5	Q	Qnity Electronics, Inc.	1,339	$218,672
6	UCTT	Ultra Clean Holdings, Inc.	1,468	$209,322

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,447,446	2,002	+5.1%	Shares	Sole	2026-07-10
2026-03-31	$650,768	1,904	+1.8%	Shares	Sole	2026-04-14
2025-12-31	$480,571	1,870	+1.1%	Shares	Sole	2026-01-08
2025-09-30	$378,564	1,849	+13.4%	Shares	Sole	2025-10-16
2025-03-31	$236,545	1,630	-0.5%	Shares	Sole	2025-04-14
2024-12-31	$266,550	1,639	-4.4%	Shares	Sole	2025-01-07
2024-09-30	$346,313	1,714	-0.1%	Shares	Sole	2024-10-16
2024-06-30	$404,958	1,716	+1.5%	Shares	Sole	2024-08-14
2024-03-31	$348,734	1,691	-2.7%	Shares	Sole	2024-05-01
2023-12-31	$281,677	1,738	+0.5%	Shares	Sole	2024-01-23
2023-09-30	$239,518	1,730	+2.9%	Shares	Sole	2023-11-03
2023-06-30	$243,116	1,682	-0.4%	Shares	Sole	2023-07-19
2023-03-31	$207,459	1,689	+2.0%	Shares	Sole	2023-04-24
2022-03-31	$218,260	1,656	-15.5%	Shares	Sole	2022-05-03
2021-12-31	$308,425	1,960	+2.8%	Shares	Sole	2022-02-11
2021-09-30	$245,488	1,907	+1.1%	Shares	Sole	2021-11-08
2021-06-30	$268,566	1,886	+15.6%	Shares	Sole	2021-08-16
2021-03-31	$217,901	1,631	+13.8%	Shares	Sole	2021-04-28
2020-12-31	$123,667	1,433	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.