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Smith Thornton Advisors LLC

Position in AMAT — Applied Materials Inc /De

CIK 2032436 HUNTSVILLE, AL

Position in AMAT

as of Jun 30, 2026 · filed Jul 14, 2026
Position Value
$897,243
+$473,082 QoQ
Shares Held
1,241
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.01%
of 13F equity value
Holder Rank
#2,201
of 3,488 holders
Holding Since
Jun 2024
8 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

Smith Thornton Advisors LLC holds $2,113,793 across 3 Semiconductor Equipment & Materials names. AMAT ranks #1 (42.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 AMAT
Applied Materials Inc /De
This page
1,241 $897,243

All Filings in AMAT

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8 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $897,243 1,241
2026-03-31 $424,161 1,241
2025-12-31 $252,107 981
2025-09-30 $200,849 981
2025-03-31 $249,461 1,719
2024-12-31 $279,560 1,719
2024-09-30 $347,323 1,719
2024-06-30 $405,666 1,719