CogentBlue Wealth Advisors, LLC

Position in AMAT — Applied Materials Inc /De

CIK 2054047 KNOXVILLE, TN

Position in AMAT

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$438,138

+$232,039 QoQ

Shares Held

606

+0.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.10%

of 13F equity value

Holder Rank

#2,714

of 3,488 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

CogentBlue Wealth Advisors, LLC holds $5,073,281 across 5 Semiconductor Equipment & Materials names. AMAT ranks #5 (8.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAMT	Camtek Ltd	14,837	$2,420,211
2	ASML	Asml Holding NV	601	$1,195,653
3	LRCX	Lam Research Corp	1,273	$551,629
4	KLAC	Kla Corp	1,550	$467,650
5	AMAT	Applied Materials Inc /De This page	606	$438,138

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$438,138	606	+0.5%	Shares	Sole	2026-07-16
2026-03-31	$206,099	603	—	Shares	Sole	2026-04-16
No filing history on record for this holder in this stock.