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Sunpointe, LLC

Position in AMAT — Applied Materials Inc /De

CIK 2012181 ST. LOUIS, MO

Position in AMAT

as of Jun 30, 2026 · filed Jul 24, 2026
Position Value
$2,569,542
+$1,828,884 QoQ
Shares Held
3,554
+64.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.34%
of 13F equity value
Holder Rank
#1,543
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, 2026

Sunpointe, LLC holds $7,734,461 across 4 Semiconductor Equipment & Materials names. AMAT ranks #2 (33.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 AMAT
Applied Materials Inc /De
This page
3,554 $2,569,542

All Filings in AMAT

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11 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,569,542 3,554
2026-03-31 $740,658 2,167
2025-12-31 $413,496 1,609
2025-09-30 $304,038 1,485
2025-06-30 $290,532 1,587
2025-03-31 $251,638 1,734
2024-12-31 $252,239 1,551
2024-09-30 $381,066 1,886
2024-06-30 $439,649 1,863
2024-03-31 $368,120 1,785
2023-12-31 $290,105 1,790