First National Advisers, LLC

Position in AMAT — Applied Materials Inc /De

CIK 1941030 Omaha, NE

Position in AMAT

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$5,747,127

+$5,351,335 QoQ

Shares Held

7,949

+586.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.04%

of 13F equity value

Holder Rank

#1,153

of 3,497 holders

Holding Since

Mar 2024

9 quarters on record

Voting authority Sole 79% Shared 0% None 21%

Technology · as of Jun 30, 2026

First National Advisers, LLC holds $9,882,440 across 5 Semiconductor Equipment & Materials names. AMAT ranks #1 (58.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De This page	7,949	$5,747,127
2	KLIC	Kulicke & Soffa Industries Inc	18,483	$2,472,286
3	ONTO	Onto Innovation Inc.	2,573	$973,751
4	LRCX	Lam Research Corp	1,104	$478,396
5	ASML	Asml Holding NV	106	$210,880

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,747,127	7,949	+586.4%	Shares	Sole	2026-07-21
2026-03-31	$395,792	1,158	+4.1%	Shares	Sole	2026-05-08
2025-12-31	$285,772	1,112	+0.4%	Shares	Sole	2026-02-04
2025-09-30	$226,851	1,108	-0.4%	Shares	Sole	2025-10-28
2025-06-30	$203,573	1,112	-15.1%	Shares	Sole	2025-08-13
2024-12-31	$213,045	1,310	0.0%	Shares	Sole	2025-02-10
2024-09-30	$264,685	1,310	0.0%	Shares	Sole	2024-10-15
2024-06-30	$309,146	1,310	+9.2%	Shares	Sole	2024-08-13
2024-03-31	$247,476	1,200	—	Shares	Sole	2024-05-15
No filing history on record for this holder in this stock.