ELEVATION WEALTH PARTNERS, LLC
Position in AMAT — Applied Materials Inc /De
CIK 1976256
WALNUT CREEK, CA
Position in AMAT
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$67,239
+$43,656 QoQ
Shares Held
93
+34.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#3,358
of 3,488 holders
Holding Since
Sep 2025
4 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, 2026ELEVATION WEALTH PARTNERS, LLC holds $1,715,821 across 10 Semiconductor Equipment & Materials names. AMAT ranks #5 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KLAC |
Kla Corp
|
3,040 | $917,198 | |
| 2 | ONTO |
Onto Innovation Inc.
|
786 | $297,461 | |
| 3 | ASML |
Asml Holding NV
|
127 | $252,658 | |
| 4 | LRCX |
Lam Research Corp
|
228 | $98,799 | |
| 5 | AMAT |
Applied Materials Inc /De
This page
|
93 | $67,239 | |
| 6 | TER |
Teradyne, Inc
|
71 | $34,352 | |
| 7 | Q |
Qnity Electronics, Inc.
|
201 | $32,825 | |
| 8 | ENTG |
Entegris Inc
|
31 | $5,575 |
All Filings in AMAT
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $67,239 | 93 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $23,583 | 69 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $17,732 | 69 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $3,275 | 16 | Shares | Sole | 2025-10-14 | |
| No filing history on record for this holder in this stock. | ||||||