Position in AMAT
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$33,258
+$24,030 QoQ
Shares Held
46
+70.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#3,402
of 3,488 holders
Holding Since
Jun 2025
5 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, 2026American Capital Advisory, LLC holds $125,197 across 9 Semiconductor Equipment & Materials names. AMAT ranks #1 (26.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
This page
|
46 | $33,258 | |
| 2 | ASML |
Asml Holding NV
|
16 | $31,831 | |
| 3 | LRCX |
Lam Research Corp
|
63 | $27,299 | |
| 4 | KLAC |
Kla Corp
|
68 | $20,516 | |
| 5 | Q |
Qnity Electronics, Inc.
|
30 | $4,899 | |
| 6 | TER |
Teradyne, Inc
|
5 | $2,419 | |
| 7 | ENTG |
Entegris Inc
|
13 | $2,338 | |
| 8 | AMKR |
Amkor Technology, Inc.
|
18 | $1,552 |
All Filings in AMAT
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,258 | 46 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $9,228 | 27 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $6,424 | 25 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $3,685 | 18 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $3,478 | 19 | Shares | Sole | 2025-08-05 | |
| No filing history on record for this holder in this stock. | ||||||