Canopy Partners, LLC

Position in AMAT — Applied Materials Inc /De

CIK 1960860 CINCINNATI, OH

Position in AMAT

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$1,990,419

+$1,045,370 QoQ

Shares Held

2,753

-0.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.86%

of 13F equity value

Holder Rank

#863

of 2,096 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Canopy Partners, LLC holds $6,101,841 across 5 Semiconductor Equipment & Materials names. AMAT ranks #1 (32.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De This page	2,753	$1,990,419
2	ASML	Asml Holding NV	857	$1,704,949
3	LRCX	Lam Research Corp	2,485	$1,076,825
4	ATEYY	Advantest Corp	3,766	$783,553
5	KLAC	Kla Corp	1,810	$546,095

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,990,419	2,753	-0.4%	Shares	Sole	2026-07-22
2026-03-31	$945,049	2,765	+0.3%	Shares	Sole	2026-05-11
2025-12-31	$708,264	2,756	+7.5%	Shares	Sole	2026-02-12
2025-09-30	$524,748	2,563	-5.6%	Shares	Sole	2025-10-30
2025-06-30	$496,851	2,714	+3.1%	Shares	Sole	2025-07-23
2025-03-31	$382,100	2,633	-0.3%	Shares	Sole	2025-05-07
2024-12-31	$429,343	2,640	-0.4%	Shares	Sole	2025-02-13
2024-09-30	$535,634	2,651	-2.2%	Shares	Sole	2024-11-12
2024-06-30	$639,532	2,710	+1.7%	Shares	Sole	2024-08-09
2024-03-31	$549,809	2,666	+21.8%	Shares	Sole	2024-05-15
2023-12-31	$354,771	2,189	—	Shares	Sole	2024-02-14
No filing history on record for this holder in this stock.