LRI Investments, LLC

Position in AMAT — Applied Materials Inc /De

CIK 2023325 PALM BEACH GARDENS, FL

Position in AMAT

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$1,192,950

+$576,020 QoQ

Shares Held

1,650

-8.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#2,029

of 3,488 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

LRI Investments, LLC holds $4,767,814 across 13 Semiconductor Equipment & Materials names. AMAT ranks #2 (25.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ASML	Asml Holding NV	765	$1,521,921
2	AMAT	Applied Materials Inc /De This page	1,650	$1,192,950
3	LRCX	Lam Research Corp	2,355	$1,020,491
4	TER	Teradyne, Inc	679	$328,526
5	KLAC	Kla Corp	990	$298,692
6	ONTO	Onto Innovation Inc.	525	$198,686
7	Q	Qnity Electronics, Inc.	1,038	$169,515
8	ENTG	Entegris Inc	129	$23,201

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,192,950	1,650	-8.6%	Shares	Sole	2026-07-14
2026-03-31	$616,930	1,805	+64.2%	Shares	Sole	2026-04-30
2025-12-31	$282,432	1,099	+66.5%	Shares	Sole	2026-02-04
2025-09-30	$135,128	660	-12.9%	Shares	Sole	2025-11-03
2025-06-30	$138,767	758	+40.4%	Shares	Sole	2025-07-25
2025-03-31	$78,364	540	-24.1%	Shares	Sole	2025-05-01
2024-12-31	$115,629	711	+16.0%	Shares	Sole	2025-02-14
2024-09-30	$123,856	613	-33.2%	Shares	Sole	2024-11-15
2024-06-30	$216,402	917	+140.1%	Shares	Sole	2024-07-24
2024-03-31	$78,779	382	—	Shares	Sole	2024-05-21
No filing history on record for this holder in this stock.