Root Financial Partners, LLC

Position in AMAT — Applied Materials Inc /De

CIK 1977181 ENCINITAS, CA

Position in AMAT

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,648,440

+$641,869 QoQ

Shares Held

2,280

-22.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.55%

of 13F equity value

Holder Rank

#1,810

of 3,488 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Root Financial Partners, LLC holds $8,271,590 across 5 Semiconductor Equipment & Materials names. AMAT ranks #3 (19.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp	7,003	$3,034,609
2	KLAC	Kla Corp	8,034	$2,423,938
3	AMAT	Applied Materials Inc /De This page	2,280	$1,648,440
4	ASML	Asml Holding NV	340	$676,409
5	TER	Teradyne, Inc	1,009	$488,194

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,648,440	2,280	-22.6%	Shares	Sole	2026-07-29
2026-03-31	$1,006,571	2,945	-16.2%	Shares	Sole	2026-04-24
2025-12-31	$903,062	3,514	+78.6%	Shares	Sole	2026-02-10
2025-09-30	$402,723	1,967	+22.9%	Shares	Sole	2025-10-29
2025-06-30	$292,912	1,600	+15.8%	Shares	Sole	2025-08-11
2025-03-31	$200,555	1,382	-4.7%	Shares	Sole	2025-04-25
2024-12-31	$235,813	1,450	—	Shares	Sole	2025-01-30
No filing history on record for this holder in this stock.