Left Brain Wealth Management, LLC

Position in AMAT — Applied Materials Inc /De

CIK 1957370 NAPERVILLE, IL

Position in AMAT

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

Position Value

$12,822,405

+$10,208,054 QoQ

Shares Held

17,735

+131.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

4.05%

of 13F equity value

Holder Rank

#831

of 3,488 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Left Brain Wealth Management, LLC holds $14,513,558 across 5 Semiconductor Equipment & Materials names. AMAT ranks #1 (88.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De This page	17,735	$12,822,405
2	LRCX	Lam Research Corp	1,250	$541,662
3	NVMI	Nova Ltd.	815	$442,496
4	TER	Teradyne, Inc	900	$435,456
5	KLAC	Kla Corp	900	$271,539

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,822,405	17,735	+131.9%	Shares	Sole	2026-07-30
2026-03-31	$2,614,351	7,649	—	Shares	Sole	2026-04-30
No filing history on record for this holder in this stock.