Ashton Thomas Private Wealth, LLC
Position in AMAT — Applied Materials Inc /De
CIK 2019663
SCOTTSDALE, AZ
Position in AMAT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$10,844,277
+$6,509,355 QoQ
Shares Held
14,999
+18.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#885
of 3,488 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMAT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Ashton Thomas Private Wealth, LLC holds $60,949,295 across 9 Semiconductor Equipment & Materials names. AMAT ranks #2 (17.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
81,129 | $35,155,629 | |
| 2 | AMAT |
Applied Materials Inc /De
This page
|
14,999 | $10,844,277 | |
| 3 | ASML |
Asml Holding NV
|
3,287 | $6,539,288 | |
| 4 | KLAC |
Kla Corp
|
16,831 | $5,078,081 | |
| 5 | Q |
Qnity Electronics, Inc.
|
10,885 | $1,777,629 | |
| 6 | KLIC |
Kulicke & Soffa Industries Inc
|
5,163 | $690,602 | |
| 7 | TER |
Teradyne, Inc
|
727 | $351,751 | |
| 8 | CAMT |
Camtek Ltd
|
1,570 | $256,098 |
All Filings in AMAT
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,844,277 | 14,999 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $4,334,922 | 12,683 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,552,167 | 9,931 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $2,627,223 | 12,832 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,022,191 | 11,046 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $1,157,332 | 7,975 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $1,177,766 | 7,242 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,167,040 | 5,776 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,344,435 | 5,697 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,532,288 | 7,430 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $1,184,731 | 7,310 | Shares | Sole | 2024-04-22 | |
| 2023-09-30 | $989,086 | 7,144 | Shares | Sole | 2024-04-22 | |
| 2023-06-30 | $1,037,219 | 7,176 | Shares | Sole | 2024-04-23 | |
| 2023-03-31 | $663,773 | 5,404 | Shares | Sole | 2024-04-23 | |
| 2022-12-31 | $523,709 | 5,378 | Shares | Sole | 2024-04-22 | |
| 2022-09-30 | $488,220 | 5,959 | Shares | Sole | 2024-04-22 | |
| 2022-06-30 | $686,080 | 7,541 | Shares | Sole | 2024-04-22 | |
| 2022-03-31 | $2,328,378 | 17,666 | Shares | Sole | 2024-04-22 | |
| 2021-12-31 | $2,401,943 | 15,264 | Shares | Sole | 2024-04-22 | |
| 2021-09-30 | $1,278,932 | 9,935 | Shares | Sole | 2024-04-22 | |
| 2021-06-30 | $1,223,500 | 8,592 | Shares | Sole | 2024-04-22 | |
| 2021-03-31 | $987,838 | 7,394 | Shares | Sole | 2024-04-22 | |
| 2020-12-31 | $782,741 | 9,070 | Shares | Sole | 2024-04-22 | |
| No filing history on record for this holder in this stock. | ||||||