Optivise Advisory Services LLC
Position in AMAT — Applied Materials Inc /De
CIK 2042876
FRANKLIN, TN
Position in AMAT
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$422,955
+$220,958 QoQ
Shares Held
585
-1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#2,743
of 3,486 holders
Holding Since
Jun 2024
3 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, 2026Optivise Advisory Services LLC holds $1,530,483 across 4 Semiconductor Equipment & Materials names. AMAT ranks #2 (27.6% of the industry book) .
All Filings in AMAT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $422,955 | 585 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $201,997 | 591 | Shares | Sole | 2026-04-15 | |
| 2024-06-30 | $262,184 | 1,111 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||