Position in AMAT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$962,313
+$603,092 QoQ
Shares Held
1,331
+26.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#2,160
of 3,488 holders
Holding Since
Jun 2021
19 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, 2026Continuum Advisory, LLC holds $6,303,887 across 12 Semiconductor Equipment & Materials names. AMAT ranks #3 (15.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KLAC |
Kla Corp
|
8,067 | $2,433,894 | |
| 2 | ENTG |
Entegris Inc
|
10,383 | $1,867,486 | |
| 3 | AMAT |
Applied Materials Inc /De
This page
|
1,331 | $962,313 | |
| 4 | ASML |
Asml Holding NV
|
233 | $463,539 | |
| 5 | LRCX |
Lam Research Corp
|
1,037 | $449,363 | |
| 6 | Q |
Qnity Electronics, Inc.
|
620 | $101,252 | |
| 7 | PLAB |
Photronics Inc
|
300 | $9,759 | |
| 8 | KLIC |
Kulicke & Soffa Industries Inc
|
61 | $8,159 |
All Filings in AMAT
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $962,313 | 1,331 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $359,221 | 1,051 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $265,213 | 1,032 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $252,649 | 1,234 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $327,146 | 1,787 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $234,223 | 1,614 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $201,986 | 1,242 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $209,121 | 1,035 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $195,163 | 827 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $162,715 | 789 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $275,843 | 1,702 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $283,407 | 2,047 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $281,419 | 1,947 | Shares | Sole | 2023-12-13 | |
| 2023-03-31 | $232,885 | 1,896 | Shares | Sole | 2023-12-13 | |
| 2022-06-30 | $569,534 | 6,260 | Shares | Sole | 2023-12-13 | |
| 2022-03-31 | $1,266,993 | 9,613 | Shares | Sole | 2023-12-13 | |
| 2021-12-31 | $840,931 | 5,344 | Shares | Sole | 2023-12-13 | |
| 2021-09-30 | $553,410 | 4,299 | Shares | Sole | 2023-12-13 | |
| 2021-06-30 | $451,408 | 3,170 | Shares | Sole | 2023-12-13 | |
| No filing history on record for this holder in this stock. | ||||||