Position in AMAT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$13,028,460
+$6,869,405 QoQ
Shares Held
18,020
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.93%
of 13F equity value
Holder Rank
#824
of 3,488 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, 2026Smartleaf Asset Management LLC holds $37,845,395 across 24 Semiconductor Equipment & Materials names. AMAT ranks #2 (34.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
32,736 | $14,185,490 | |
| 2 | AMAT |
Applied Materials Inc /De
This page
|
18,020 | $13,028,460 | |
| 3 | ASML |
Asml Holding NV
|
3,176 | $6,318,461 | |
| 4 | TER |
Teradyne, Inc
|
2,831 | $1,369,751 | |
| 5 | KLAC |
Kla Corp
|
2,362 | $712,639 | |
| 6 | Q |
Qnity Electronics, Inc.
|
2,904 | $474,252 | |
| 7 | ENTG |
Entegris Inc
|
2,440 | $438,858 | |
| 8 | ONTO |
Onto Innovation Inc.
|
965 | $365,204 |
All Filings in AMAT
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,028,460 | 18,020 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $6,159,055 | 18,020 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,212,580 | 16,392 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,822,955 | 13,788 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,923,882 | 10,509 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,691,663 | 11,657 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,754,452 | 10,788 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,572,555 | 7,783 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,308,800 | 5,546 | Shares | Sole | 2024-10-08 | |
| 2024-03-31 | $889,057 | 4,311 | Shares | Sole | 2024-10-07 | |
| 2023-12-31 | $626,724 | 3,867 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||