Portfolio Design Labs, LLC

Position in AMAT — Applied Materials Inc /De

CIK 2010278 ENCINO, CA

Position in AMAT

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$4,421,145

+$2,285,983 QoQ

Shares Held

6,115

-2.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.88%

of 13F equity value

Holder Rank

#1,278

of 3,488 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Portfolio Design Labs, LLC holds $10,132,728 across 5 Semiconductor Equipment & Materials names. AMAT ranks #1 (43.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De This page	6,115	$4,421,145
2	LRCX	Lam Research Corp	9,552	$4,139,168
3	KLAC	Kla Corp	2,410	$727,121
4	ASML	Asml Holding NV	251	$499,349
5	TER	Teradyne, Inc	715	$345,945

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,421,145	6,115	-2.1%	Shares	Sole	2026-08-11
2026-03-31	$2,135,162	6,247	-37.6%	Shares	Sole	2026-05-11
2025-12-31	$2,571,184	10,005	+4.6%	Shares	Sole	2026-02-11
2025-09-30	$1,957,519	9,561	+198.3%	Shares	Sole	2025-11-12
2025-06-30	$586,739	3,205	-42.2%	Shares	Sole	2025-08-13
2025-03-31	$804,400	5,543	-59.8%	Shares	Sole	2025-05-14
2024-12-31	$2,242,179	13,787	+33.7%	Shares	Sole	2025-01-29
2024-09-30	$2,083,741	10,313	—	Shares	Sole	2024-11-08
No filing history on record for this holder in this stock.