Position in AMAT
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$169,905
+$105,649 QoQ
Shares Held
235
+25.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#3,290
of 3,488 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMAT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Dogwood Wealth Management LLC holds $1,277,699 across 9 Semiconductor Equipment & Materials names. AMAT ranks #3 (13.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
1,295 | $561,162 | |
| 2 | ASML |
Asml Holding NV
|
224 | $445,634 | |
| 3 | AMAT |
Applied Materials Inc /De
This page
|
235 | $169,905 | |
| 4 | KLAC |
Kla Corp
|
290 | $87,495 | |
| 5 | TER |
Teradyne, Inc
|
17 | $8,225 | |
| 6 | UCTT |
Ultra Clean Holdings, Inc.
|
13 | $1,853 | |
| 7 | KLIC |
Kulicke & Soffa Industries Inc
|
11 | $1,471 | |
| 8 | AMKR |
Amkor Technology, Inc.
|
17 | $1,465 |
All Filings in AMAT
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $169,905 | 235 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $64,256 | 188 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $32,894 | 128 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $17,198 | 84 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $16,659 | 91 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $7,546 | 52 | Shares | Sole | 2025-04-30 | |
| 2024-09-30 | $23 | 0 | Shares | Sole | 2025-02-28 | |
| 2024-06-30 | $7,315 | 31 | Shares | Sole | 2025-03-04 | |
| 2024-03-31 | $21 | 0 | Shares | Sole | 2025-02-28 | |
| 2023-12-31 | $27 | 0 | Shares | Sole | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||