Performance Wealth Partners, LLC

Position in AMAT — Applied Materials Inc /De

CIK 1908765 HINSDALE, IL

Position in AMAT

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$3,967,101

+$2,095,118 QoQ

Shares Held

5,487

+0.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,326

of 3,488 holders

Holding Since

Dec 2021

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Performance Wealth Partners, LLC holds $5,489,428 across 4 Semiconductor Equipment & Materials names. AMAT ranks #1 (72.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De This page	5,487	$3,967,101
2	NVMI	Nova Ltd.	1,775	$963,718
3	KLAC	Kla Corp	1,040	$313,778
4	LRCX	Lam Research Corp	565	$244,831

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,967,101	5,487	+0.2%	Shares	Sole	2026-08-07
2026-03-31	$1,871,983	5,477	+2.8%	Shares	Sole	2026-04-10
2025-12-31	$1,369,499	5,329	+1.7%	Shares	Sole	2026-01-21
2025-09-30	$1,072,837	5,240	+0.6%	Shares	Sole	2025-11-07
2025-06-30	$953,428	5,208	-58.5%	Shares	Sole	2025-07-28
2024-09-30	$2,532,696	12,535	+34.2%	Shares	Sole	2024-10-10
2024-06-30	$2,204,382	9,341	-4.0%	Shares	Sole	2024-07-22
2024-03-31	$2,007,442	9,734	-9.3%	Shares	Sole	2024-04-30
2023-12-31	$1,739,821	10,735	-9.4%	Shares	Sole	2024-01-22
2023-09-30	$1,640,217	11,847	-5.1%	Shares	Sole	2023-10-30
2023-06-30	$1,804,870	12,487	-7.8%	Shares	Sole	2023-07-13
2023-03-31	$1,663,486	13,543	-24.1%	Shares	Sole	2023-04-20
2022-12-31	$1,737,453	17,842	-8.3%	Shares	Sole	2023-01-19
2022-09-30	$1,594,112	19,457	-7.8%	Shares	Sole	2022-10-17
2022-06-30	$1,919,859	21,102	+4.9%	Shares	Sole	2022-07-15
2022-03-31	$2,652,343	20,124	+2.1%	Shares	Sole	2022-04-21
2021-12-31	$3,102,981	19,719	—	Shares	Sole	2022-02-03
No filing history on record for this holder in this stock.