Position in AMAT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$5,854,131
+$2,951,651 QoQ
Shares Held
8,097
-4.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#299
of 1,347 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AMAT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026PFG Investments, LLC holds $35,515,268 across 7 Semiconductor Equipment & Materials names. AMAT ranks #2 (16.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KLAC |
Kla Corp
|
63,013 | $19,011,652 | |
| 2 | AMAT |
Applied Materials Inc /De
This page
|
8,097 | $5,854,131 | |
| 3 | ASML |
Asml Holding NV
|
2,923 | $5,815,132 | |
| 4 | LRCX |
Lam Research Corp
|
7,167 | $3,105,676 | |
| 5 | Q |
Qnity Electronics, Inc.
|
7,483 | $1,222,048 | |
| 6 | TER |
Teradyne, Inc
|
1,039 | $502,709 | |
| 7 | SMTK |
SmartKem, Inc.
|
16,000 | $3,920 |
All Filings in AMAT
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,854,131 | 8,097 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $2,902,480 | 8,492 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,147,665 | 8,357 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,071,149 | 10,116 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $2,351,717 | 12,846 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,610,106 | 11,095 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,593,936 | 9,801 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,919,272 | 9,499 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $2,430,461 | 10,299 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $2,484,452 | 12,047 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $502,417 | 3,100 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $379,906 | 2,744 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $423,502 | 2,930 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $331,763 | 2,701 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||