Nilsine Partners, LLC

Position in AMAT — Applied Materials Inc /De

CIK 1913043 GREENWOOD VILLAGE, CO

Position in AMAT

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$8,495,973

+$4,600,251 QoQ

Shares Held

11,751

+3.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.83%

of 13F equity value

Holder Rank

#988

of 3,488 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Nilsine Partners, LLC holds $72,859,652 across 6 Semiconductor Equipment & Materials names. AMAT ranks #3 (11.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp	99,904	$43,291,400
2	KLAC	Kla Corp	65,887	$19,878,766
3	AMAT	Applied Materials Inc /De This page	11,751	$8,495,973
4	ASML	Asml Holding NV	367	$730,124
5	Q	Qnity Electronics, Inc.	1,605	$262,112
6	TER	Teradyne, Inc	416	$201,277

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,495,973	11,751	+3.1%	Shares	Sole	2026-07-24
2026-03-31	$3,895,722	11,398	+7.3%	Shares	Sole	2026-04-29
2025-12-31	$2,729,233	10,620	+5.9%	Shares	Sole	2026-01-15
2025-09-30	$2,052,723	10,026	-64.5%	Shares	Sole	2025-10-06
2025-06-30	$5,175,755	28,272	+1.9%	Shares	Sole	2025-07-31
2025-03-31	$4,027,805	27,755	-1.8%	Shares	Sole	2025-04-22
2024-12-31	$4,597,875	28,272	+10.3%	Shares	Sole	2025-01-22
2024-09-30	$5,179,147	25,633	-0.5%	Shares	Sole	2024-10-30
2024-06-30	$6,078,158	25,756	+0.3%	Shares	Sole	2024-07-31
2024-03-31	$5,297,223	25,686	+1.8%	Shares	Sole	2024-04-22
2023-12-31	$4,090,160	25,237	-0.1%	Shares	Sole	2024-01-24
2023-09-30	$3,496,139	25,252	-1.0%	Shares	Sole	2023-11-01
2023-06-30	$3,686,348	25,504	+0.4%	Shares	Sole	2023-07-21
2023-03-31	$3,120,618	25,406	—	Shares	Sole	2023-05-10
No filing history on record for this holder in this stock.