Focus Partners Advisor Solutions, LLC
Position in AMAT — Applied Materials Inc /De
CIK 1868872
SAINT LOUIS, MO
Position in AMAT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$7,564,749
+$4,198,460 QoQ
Shares Held
10,463
+6.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#1,044
of 3,488 holders
Holding Since
Sep 2023
11 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, 2026Focus Partners Advisor Solutions, LLC holds $32,340,745 across 11 Semiconductor Equipment & Materials names. AMAT ranks #2 (23.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
23,233 | $10,067,555 | |
| 2 | AMAT |
Applied Materials Inc /De
This page
|
10,463 | $7,564,749 | |
| 3 | ASML |
Asml Holding NV
|
2,539 | $5,051,187 | |
| 4 | TER |
Teradyne, Inc
|
7,736 | $3,742,986 | |
| 5 | CAMT |
Camtek Ltd
|
14,837 | $2,420,211 | |
| 6 | KLAC |
Kla Corp
|
2,970 | $896,078 | |
| 7 | AMKR |
Amkor Technology, Inc.
|
9,833 | $847,899 | |
| 8 | Q |
Qnity Electronics, Inc.
|
4,389 | $716,767 |
All Filings in AMAT
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,564,749 | 10,463 | Shares | Other | 2026-08-06 | |
| 2026-03-31 | $3,366,289 | 9,849 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $2,470,958 | 9,615 | Shares | Other | 2026-02-11 | |
| 2025-06-30 | $1,488,542 | 8,131 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $1,117,714 | 7,702 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $970,575 | 5,968 | Shares | Other | 2025-02-18 | |
| 2024-09-30 | $935,693 | 4,631 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $1,143,843 | 4,847 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $871,940 | 4,228 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $312,308 | 1,927 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $386,967 | 2,795 | Shares | Other | 2023-11-15 | |
| No filing history on record for this holder in this stock. | ||||||