Position in AMAT
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$234,252
+$79,763 QoQ
Shares Held
324
-28.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#3,160
of 3,486 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMAT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Bruce G. Allen Investments, LLC holds $413,599 across 13 Semiconductor Equipment & Materials names. AMAT ranks #1 (56.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
This page
|
324 | $234,252 | |
| 2 | KLAC |
Kla Corp
|
124 | $37,412 | |
| 3 | ASML |
Asml Holding NV
|
18 | $35,809 | |
| 4 | LRCX |
Lam Research Corp
|
76 | $32,933 | |
| 5 | Q |
Qnity Electronics, Inc.
|
200 | $32,662 | |
| 6 | ONTO |
Onto Innovation Inc.
|
33 | $12,488 | |
| 7 | TER |
Teradyne, Inc
|
24 | $11,612 | |
| 8 | AMKR |
Amkor Technology, Inc.
|
105 | $9,054 |
All Filings in AMAT
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $234,252 | 324 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $154,489 | 452 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $119,243 | 464 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $97,456 | 476 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $114,784 | 627 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $62,982 | 434 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $99,041 | 609 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $103,853 | 514 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $136,402 | 578 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $148,073 | 718 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $142,621 | 880 | Shares | Sole | 2024-01-11 | |
| No filing history on record for this holder in this stock. | ||||||