Position in AMAT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,116,312
+$603,969 QoQ
Shares Held
1,544
+3.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#2,085
of 3,488 holders
Holding Since
Sep 2020
23 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, 2026NFSG Corp holds $4,956,039 across 12 Semiconductor Equipment & Materials names. AMAT ranks #3 (22.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
|
835 | $1,661,182 | |
| 2 | LRCX |
Lam Research Corp
|
2,692 | $1,166,524 | |
| 3 | AMAT |
Applied Materials Inc /De
This page
|
1,544 | $1,116,312 | |
| 4 | AEHR |
Aehr Test Systems
|
3,645 | $350,138 | |
| 5 | Q |
Qnity Electronics, Inc.
|
1,495 | $244,148 | |
| 6 | ICHR |
Ichor Holdings, Ltd.
|
1,150 | $129,122 | |
| 7 | KLAC |
Kla Corp
|
421 | $127,019 | |
| 8 | PLAB |
Photronics Inc
|
1,750 | $56,927 |
All Filings in AMAT
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,116,312 | 1,544 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $512,343 | 1,499 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $368,780 | 1,435 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $308,747 | 1,508 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $285,223 | 1,558 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $293,142 | 2,020 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $332,578 | 2,045 | Shares | Sole | 2025-01-28 | |
| 2024-06-30 | $549,856 | 2,330 | Shares | Sole | 2024-09-11 | |
| 2024-03-31 | $487,940 | 2,366 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $420,085 | 2,592 | Shares | Sole | 2024-03-28 | |
| 2023-09-30 | $269,423 | 1,946 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $278,094 | 1,924 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $236,202 | 1,923 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $187,164 | 1,922 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $151,242 | 1,846 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $164,309 | 1,806 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $239,217 | 1,815 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $926,693 | 5,889 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $733,503 | 5,698 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $780,494 | 5,481 | Shares | Sole | 2021-09-07 | |
| 2021-03-31 | $675,348 | 5,055 | Shares | Sole | 2021-09-07 | |
| 2020-12-31 | $434,002 | 5,029 | Shares | Sole | 2021-09-07 | |
| 2020-09-30 | $298,914 | 5,028 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||