Position in AMAT
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$137,370
+$82,001 QoQ
Shares Held
190
+17.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.83%
of 13F equity value
Holder Rank
#3,312
of 3,486 holders
Holding Since
Dec 2023
11 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, 2026Valued Wealth Advisors LLC holds $586,639 across 8 Semiconductor Equipment & Materials names. AMAT ranks #2 (23.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
630 | $272,997 | |
| 2 | AMAT |
Applied Materials Inc /De
This page
|
190 | $137,370 | |
| 3 | KLAC |
Kla Corp
|
392 | $118,270 | |
| 4 | ASML |
Asml Holding NV
|
13 | $25,862 | |
| 5 | Q |
Qnity Electronics, Inc.
|
101 | $16,494 | |
| 6 | TER |
Teradyne, Inc
|
21 | $10,160 | |
| 7 | AMKR |
Amkor Technology, Inc.
|
41 | $3,535 | |
| 8 | PLAB |
Photronics Inc
|
60 | $1,951 |
All Filings in AMAT
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $137,370 | 190 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $55,369 | 162 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $38,034 | 148 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $26,820 | 131 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $23,249 | 127 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $41,068 | 283 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $59,847 | 368 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $64,453 | 319 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $98,407 | 417 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $69,293 | 336 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $12,155 | 75 | Shares | Sole | 2024-01-08 | |
| No filing history on record for this holder in this stock. | ||||||