Bleakley Financial Group, LLC

Position in AMAT — Applied Materials Inc /De

CIK 1936953 PARSIPPANY, NJ

Position in AMAT

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$32,840,829

+$18,106,946 QoQ

Shares Held

45,423

+5.4% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.83%

of 13F equity value

Holder Rank

#550

of 3,488 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Bleakley Financial Group, LLC holds $110,230,187 across 7 Semiconductor Equipment & Materials names. AMAT ranks #1 (29.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De This page	45,423	$32,840,829
2	KLAC	Kla Corp	98,730	$29,787,828
3	ASML	Asml Holding NV	11,120	$22,122,571
4	LRCX	Lam Research Corp	43,112	$18,681,722
5	UCTT	Ultra Clean Holdings, Inc.	25,769	$3,674,401
6	ICHR	Ichor Holdings, Ltd.	17,912	$2,011,159
7	AMKR	Amkor Technology, Inc.	12,892	$1,111,677

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$32,840,829	45,423	+5.4%	Shares	Sole	2026-08-05
2026-03-31	$14,733,883	43,108	-4.2%	Shares	Sole	2026-05-04
2025-12-31	$11,559,410	44,980	+13.7%	Shares	Sole	2026-02-09
2025-09-30	$8,100,538	39,565	-0.6%	Shares	Sole	2025-11-10
2025-06-30	$7,283,806	39,787	+9.6%	Shares	Sole	2025-07-30
2025-03-31	$5,266,840	36,293	+7.3%	Shares	Sole	2025-05-01
2024-12-31	$5,500,959	33,825	+3.4%	Shares	Sole	2025-01-27
2024-09-30	$6,608,449	32,707	+5.3%	Shares	Sole	2024-10-16
2024-06-30	$7,327,961	31,052	+9.9%	Shares	Sole	2024-08-12
2024-03-31	$5,825,791	28,249	-6.3%	Shares	Sole	2024-05-08
2023-12-31	$4,884,789	30,140	+5.7%	Shares	Sole	2024-01-25
2023-09-30	$3,947,486	28,512	-4.7%	Shares	Sole	2023-11-14
2023-06-30	$4,324,058	29,916	-3.6%	Shares	Sole	2023-08-14
2023-03-31	$3,811,414	31,030	+2.6%	Shares	Sole	2023-05-12
2022-12-31	$2,944,965	30,242	—	Shares	Sole	2023-02-07
No filing history on record for this holder in this stock.