Position in AMAT
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,742,430
+$786,444 QoQ
Shares Held
2,410
-13.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.39%
of 13F equity value
Holder Rank
#1,772
of 3,488 holders
Holding Since
Sep 2025
4 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, 2026Sonoma Allocations LLC holds $1,981,930 across 2 Semiconductor Equipment & Materials names. AMAT ranks #1 (87.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
This page
|
2,410 | $1,742,430 | |
| 2 | TER |
Teradyne, Inc
|
495 | $239,500 |
All Filings in AMAT
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,742,430 | 2,410 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $955,986 | 2,797 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $872,738 | 3,396 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $638,584 | 3,119 | Shares | Sole | 2025-10-24 | |
| No filing history on record for this holder in this stock. | ||||||