UPTICK PARTNERS, LLC

Position in AMAT — Applied Materials Inc /De

CIK 2005353 NACOGDOCHES, TX

Position in AMAT

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$289,200

New position

Shares Held

400

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#2,995

of 3,486 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

UPTICK PARTNERS, LLC holds $718,078 across 3 Semiconductor Equipment & Materials names. AMAT ranks #1 (40.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De This page	400	$289,200
2	ASML	Asml Holding NV	111	$220,827
3	TER	Teradyne, Inc	430	$208,051

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$289,200	400	—	Shares	Sole	2026-08-10
No filing history on record for this holder in this stock.