Lansing Street Advisors

Position in AMAT — Applied Materials Inc /De

CIK 1926571 AMBLER, PA

Position in AMAT

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

Position Value

$251,604

+$243,366 QoQ

Shares Held

348

+510.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#3,108

of 3,488 holders

Holding Since

Dec 2022

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Lansing Street Advisors holds $2,381,267 across 3 Semiconductor Equipment & Materials names. AMAT ranks #3 (10.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ASML	Asml Holding NV	614	$1,221,516
2	KLAC	Kla Corp	3,010	$908,147
3	AMAT	Applied Materials Inc /De This page	348	$251,604

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$251,604	348	+510.5%	Shares	Sole	2026-07-24
2023-06-30	$8,238	57	0.0%	Shares	Sole	2023-08-11
2023-03-31	$7,001	57	0.0%	Shares	Sole	2023-04-28
2022-12-31	$5,550	57	—	Shares	Sole	2023-02-07
No filing history on record for this holder in this stock.