Optimist Retirement Group LLC

Pension

Position in AMAT — Applied Materials Inc /De

CIK 2011850 BELLEVUE, WA

Position in AMAT

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

Position Value

$866,877

+$476,212 QoQ

Shares Held

1,199

+4.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.51%

of 13F equity value

Holder Rank

#2,224

of 3,482 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Optimist Retirement Group LLC holds $7,834,156 across 5 Semiconductor Equipment & Materials names. AMAT ranks #3 (11.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KLAC	Kla Corp	15,985	$4,822,834
2	LRCX	Lam Research Corp	2,096	$908,259
3	AMAT	Applied Materials Inc /De This page	1,199	$866,877
4	TER	Teradyne, Inc	1,325	$641,088
5	KLIC	Kulicke & Soffa Industries Inc	4,449	$595,098

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$866,877	1,199	+4.9%	Shares	Sole	2026-08-10
2026-03-31	$390,665	1,143	—	Shares	Sole	2026-05-11
No filing history on record for this holder in this stock.