Impact Capital Partners LLC

Position in AMAT — Applied Materials Inc /De

CIK 2054916 GREENWOOD VILLAGE, CO

Position in AMAT

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

Position Value

$1,616,628

+$815,473 QoQ

Shares Held

2,236

-4.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.57%

of 13F equity value

Holder Rank

#1,822

of 3,487 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Impact Capital Partners LLC holds $5,175,536 across 6 Semiconductor Equipment & Materials names. AMAT ranks #1 (31.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De This page	2,236	$1,616,628
2	LRCX	Lam Research Corp	3,074	$1,332,056
3	ASML	Asml Holding NV	512	$1,018,593
4	KLAC	Kla Corp	1,804	$544,284
5	KLIC	Kulicke & Soffa Industries Inc	3,189	$426,560
6	ENTG	Entegris Inc	1,320	$237,415

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,616,628	2,236	-4.6%	Shares	Defined	2026-07-14
2026-03-31	$801,155	2,344	+18.9%	Shares	Defined	2026-04-10
2025-12-31	$506,784	1,972	-1.9%	Shares	Defined	2026-01-07
2025-09-30	$411,732	2,011	-7.6%	Shares	Defined	2025-10-28
2025-06-30	$398,360	2,176	-9.6%	Shares	Defined	2025-07-18
2025-03-31	$349,303	2,407	-18.4%	Shares	Defined	2025-04-11
2024-12-31	$479,595	2,949	—	Shares	Sole	2025-02-10
No filing history on record for this holder in this stock.