Napier Financial, LLC

Position in AMAT — Applied Materials Inc /De

CIK 2086579 BRAINTREE, MA

Position in AMAT

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$40,488

+$19,639 QoQ

Shares Held

-8.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#3,387

of 3,488 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Napier Financial, LLC holds $211,886 across 4 Semiconductor Equipment & Materials names. AMAT ranks #3 (19.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp	175	$75,832
2	Q	Qnity Electronics, Inc.	439	$71,693
3	AMAT	Applied Materials Inc /De This page	56	$40,488
4	ASML	Asml Holding NV	12	$23,873

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$40,488	56	-8.2%	Shares	Sole	2026-07-31
2026-03-31	$20,849	61	—	Shares	Sole	2026-05-05
No filing history on record for this holder in this stock.