BAYBAN

Position in AMAT — Applied Materials Inc /De

CIK 2110649 Bayport, MN

Position in AMAT

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

Position Value

$356,439

+$187,937 QoQ

Shares Held

493

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.43%

of 13F equity value

Holder Rank

#2,864

of 3,488 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

BAYBAN holds $474,932 across 6 Semiconductor Equipment & Materials names. AMAT ranks #1 (75.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De This page	493	$356,439
2	LRCX	Lam Research Corp	100	$43,333
3	AMKR	Amkor Technology, Inc.	500	$43,115
4	ENTG	Entegris Inc	100	$17,986
5	ASML	Asml Holding NV	6	$11,936
6	Q	Qnity Electronics, Inc.	13	$2,123

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$356,439	493	0.0%	Shares	Sole	2026-07-30
2026-03-31	$168,502	493	-19.6%	Shares	Sole	2026-04-24
2025-12-31	$157,534	613	—	Shares	Sole	2026-03-05
No filing history on record for this holder in this stock.