Basepoint Wealth LLC

Position in AMAT — Applied Materials Inc /De

CIK 2088236 CEDAR RAPIDS, IA

Position in AMAT

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$1,057,026

+$532,721 QoQ

Shares Held

1,462

-4.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.74%

of 13F equity value

Holder Rank

#2,118

of 3,488 holders

Holding Since

Dec 2021

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Basepoint Wealth LLC holds $1,320,008 across 6 Semiconductor Equipment & Materials names. AMAT ranks #1 (80.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De This page	1,462	$1,057,026
2	LRCX	Lam Research Corp	326	$141,265
3	KLAC	Kla Corp	243	$73,315
4	Q	Qnity Electronics, Inc.	123	$20,087
5	ASML	Asml Holding NV	10	$19,894
6	ICHR	Ichor Holdings, Ltd.	75	$8,421

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,057,026	1,462	-4.7%	Shares	Sole	2026-08-10
2026-03-31	$524,305	1,534	+0.5%	Shares	Sole	2026-05-07
2025-12-31	$392,166	1,526	+0.1%	Shares	Sole	2026-02-10
2025-09-30	$312,023	1,524	+0.3%	Shares	Sole	2025-11-13
2025-06-30	$278,083	1,519	+0.3%	Shares	Sole	2025-10-16
2025-03-31	$219,856	1,515	-1.4%	Shares	Sole	2025-10-16
2024-12-31	$249,799	1,536	-4.0%	Shares	Sole	2025-10-16
2024-09-30	$323,280	1,600	+0.4%	Shares	Sole	2025-10-16
2024-06-30	$375,932	1,593	+0.1%	Shares	Sole	2025-10-16
2024-03-31	$328,318	1,592	-1.9%	Shares	Sole	2025-10-16
2023-12-31	$263,039	1,623	+9.6%	Shares	Sole	2025-10-16
2023-09-30	$205,044	1,481	-2.8%	Shares	Sole	2025-10-16
2021-12-31	$239,816	1,524	—	Shares	Sole	2025-10-09
No filing history on record for this holder in this stock.