SmartHarvest Portfolios, LLC

Position in AMAT — Applied Materials Inc /De

CIK 2066604 SEATTLE, WA

Position in AMAT

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$2,061,273

+$1,135,364 QoQ

Shares Held

2,851

+5.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.74%

of 13F equity value

Holder Rank

#1,679

of 3,488 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

SmartHarvest Portfolios, LLC holds $8,267,602 across 5 Semiconductor Equipment & Materials names. AMAT ranks #2 (24.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp	6,998	$3,032,443
2	AMAT	Applied Materials Inc /De This page	2,851	$2,061,273
3	KLAC	Kla Corp	6,398	$1,930,340
4	ASML	Asml Holding NV	413	$821,638
5	TER	Teradyne, Inc	872	$421,908

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,061,273	2,851	+5.2%	Shares	Sole	2026-08-04
2026-03-31	$925,909	2,709	-16.9%	Shares	Sole	2026-04-21
2025-12-31	$838,044	3,261	—	Shares	Sole	2026-02-12
No filing history on record for this holder in this stock.