Position in AMAT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$5,149,929
+$3,420,472 QoQ
Shares Held
7,123
+40.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#1,197
of 3,488 holders
Holding Since
Mar 2024
9 quarters on record
Common Shares in AMAT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Simplicity Wealth,LLC holds $24,124,512 across 7 Semiconductor Equipment & Materials names. AMAT ranks #2 (21.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
31,158 | $13,501,696 | |
| 2 | AMAT |
Applied Materials Inc /De
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|
7,123 | $5,149,929 | |
| 3 | KLAC |
Kla Corp
|
9,086 | $2,741,337 | |
| 4 | ASML |
Asml Holding NV
|
689 | $1,370,724 | |
| 5 | AMKR |
Amkor Technology, Inc.
|
7,562 | $652,071 | |
| 6 | TER |
Teradyne, Inc
|
967 | $467,873 | |
| 7 | Q |
Qnity Electronics, Inc.
|
1,475 | $240,882 |
All Filings in AMAT
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,149,929 | 7,123 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,729,457 | 5,060 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,345,085 | 5,234 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $950,403 | 4,642 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,411,103 | 7,708 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $351,480 | 2,422 | Shares | Sole | 2025-04-15 | |
| 2024-09-30 | $358,234 | 1,773 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $7,732,212 | 32,765 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $5,808,674 | 28,166 | Shares | Sole | 2024-04-24 | |
| No filing history on record for this holder in this stock. | ||||||