Cornerstone Financial Management LLC
Position in AMAT — Applied Materials Inc /De
CIK 2110329
PROVIDENCE, RI
Position in AMAT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$120,741
+$81,436 QoQ
Shares Held
167
+45.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#3,328
of 3,487 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMAT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Cornerstone Financial Management LLC holds $547,580 across 15 Semiconductor Equipment & Materials names. AMAT ranks #1 (22.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
This page
|
167 | $120,741 | |
| 2 | LRCX |
Lam Research Corp
|
222 | $96,199 | |
| 3 | KLAC |
Kla Corp
|
300 | $90,513 | |
| 4 | ASML |
Asml Holding NV
|
45 | $89,524 | |
| 5 | TER |
Teradyne, Inc
|
152 | $73,543 | |
| 6 | Q |
Qnity Electronics, Inc.
|
270 | $44,093 | |
| 7 | ACMR |
ACM Research, Inc.
|
69 | $8,755 | |
| 8 | UCTT |
Ultra Clean Holdings, Inc.
|
52 | $7,414 |
All Filings in AMAT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $120,741 | 167 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $39,305 | 115 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $25,442 | 99 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||