Cornerstone Planning Group LLC
Position in AMAT — Applied Materials Inc /De
CIK 1822587
FAIRFIELD, NJ
Position in AMAT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$302,214
+$174,043 QoQ
Shares Held
418
+11.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#2,977
of 3,502 holders
Holding Since
Dec 2022
14 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, 2026Cornerstone Planning Group LLC holds $1,206,248 across 15 Semiconductor Equipment & Materials names. AMAT ranks #2 (25.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
|
178 | $354,120 | |
| 2 | AMAT |
Applied Materials Inc /De
This page
|
418 | $302,214 | |
| 3 | LRCX |
Lam Research Corp
|
433 | $187,631 | |
| 4 | KLAC |
Kla Corp
|
549 | $165,638 | |
| 5 | TER |
Teradyne, Inc
|
142 | $68,705 | |
| 6 | Q |
Qnity Electronics, Inc.
|
344 | $56,178 | |
| 7 | KLIC |
Kulicke & Soffa Industries Inc
|
322 | $43,070 | |
| 8 | ENTG |
Entegris Inc
|
60 | $10,791 |
All Filings in AMAT
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $302,214 | 418 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $128,171 | 375 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $80,180 | 312 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $67,359 | 329 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $35,881 | 196 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $28,733 | 198 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $21,792 | 134 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $26,468 | 131 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $33,746 | 143 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $32,996 | 160 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $26,903 | 166 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $23,259 | 168 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $10,406 | 72 | Shares | Sole | 2023-08-15 | |
| 2022-12-31 | $3,603 | 37 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||