DAYMARK WEALTH PARTNERS, LLC
Position in AMAT — Applied Materials Inc /De
CIK 1956824
CINCINNATI, OH
Position in AMAT
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$15,295,788
+$7,873,819 QoQ
Shares Held
21,156
-2.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#783
of 3,497 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMAT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026DAYMARK WEALTH PARTNERS, LLC holds $36,586,961 across 7 Semiconductor Equipment & Materials names. AMAT ranks #2 (41.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
|
7,773 | $15,463,916 | |
| 2 | AMAT |
Applied Materials Inc /De
This page
|
21,156 | $15,295,788 | |
| 3 | LRCX |
Lam Research Corp
|
6,691 | $2,899,411 | |
| 4 | TER |
Teradyne, Inc
|
2,092 | $1,012,193 | |
| 5 | KLAC |
Kla Corp
|
2,799 | $844,486 | |
| 6 | Q |
Qnity Electronics, Inc.
|
4,044 | $660,425 | |
| 7 | ACMR |
ACM Research, Inc.
|
3,237 | $410,742 |
All Filings in AMAT
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,295,788 | 21,156 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $7,421,969 | 21,715 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $5,545,587 | 21,579 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $4,396,586 | 21,474 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $3,908,178 | 21,348 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $3,082,203 | 21,239 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $3,454,423 | 21,241 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $4,932,040 | 24,410 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $5,717,093 | 24,226 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $5,161,111 | 25,026 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $4,153,692 | 25,629 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $3,547,642 | 25,624 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,385,849 | 9,588 | Shares | Sole | 2023-07-19 | |
| No filing history on record for this holder in this stock. | ||||||