United Financial Planning Group LLC
Position in AMAT — Applied Materials Inc /De
CIK 2088337
HAUPPAUGE, NY
Position in AMAT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$41,934
+$22,111 QoQ
Shares Held
58
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#3,384
of 3,488 holders
Holding Since
Dec 2025
3 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, 2026United Financial Planning Group LLC holds $189,609 across 8 Semiconductor Equipment & Materials names. AMAT ranks #2 (22.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
129 | $55,899 | |
| 2 | AMAT |
Applied Materials Inc /De
This page
|
58 | $41,934 | |
| 3 | ASML |
Asml Holding NV
|
15 | $29,841 | |
| 4 | KLAC |
Kla Corp
|
80 | $24,136 | |
| 5 | TER |
Teradyne, Inc
|
37 | $17,902 | |
| 6 | ENTG |
Entegris Inc
|
47 | $8,453 | |
| 7 | ONTO |
Onto Innovation Inc.
|
16 | $6,055 | |
| 8 | Q |
Qnity Electronics, Inc.
|
33 | $5,389 |
All Filings in AMAT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,934 | 58 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $19,823 | 58 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $770 | 3 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||