Position in AMAT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,379,393
+$1,221,067 QoQ
Shares Held
3,291
-2.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.41%
of 13F equity value
Holder Rank
#1,589
of 3,488 holders
Holding Since
Dec 2024
7 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, 2026AMERIFLEX GROUP, INC. holds $4,204,091 across 9 Semiconductor Equipment & Materials names. AMAT ranks #1 (56.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
This page
|
3,291 | $2,379,393 | |
| 2 | LRCX |
Lam Research Corp
|
2,367 | $1,025,692 | |
| 3 | ASML |
Asml Holding NV
|
242 | $481,444 | |
| 4 | KLAC |
Kla Corp
|
636 | $191,887 | |
| 5 | Q |
Qnity Electronics, Inc.
|
632 | $103,211 | |
| 6 | KLIC |
Kulicke & Soffa Industries Inc
|
68 | $9,095 | |
| 7 | TER |
Teradyne, Inc
|
13 | $6,289 | |
| 8 | ACLS |
Axcelis Technologies Inc
|
26 | $4,925 |
All Filings in AMAT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,379,393 | 3,291 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,158,326 | 3,389 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $924,650 | 3,598 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,199,366 | 5,858 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $142,977 | 781 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $103,180 | 711 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $97,578 | 600 | Shares | Sole | 2025-02-24 | |
| No filing history on record for this holder in this stock. | ||||||