Kellett Wealth Advisors, LLC
Position in AMAT — Applied Materials Inc /De
CIK 1910381
CINCINNATI, OH
Position in AMAT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$360,777
New position
Shares Held
499
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#2,859
of 3,488 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Kellett Wealth Advisors, LLC holds $585,583 across 2 Semiconductor Equipment & Materials names. AMAT ranks #1 (61.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
This page
|
499 | $360,777 | |
| 2 | ASML |
Asml Holding NV
|
113 | $224,806 |
All Filings in AMAT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $360,777 | 499 | Shares | Sole | 2026-07-23 | |
| No filing history on record for this holder in this stock. | ||||||