JMN Financial LLC

Position in AMAT — Applied Materials Inc /De

CIK 2113267 NEW ALBANY, OH

Position in AMAT

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

Position Value

$1,519,023

+$737,350 QoQ

Shares Held

2,101

-8.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.38%

of 13F equity value

Holder Rank

#1,857

of 3,488 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

JMN Financial LLC holds $6,606,621 across 6 Semiconductor Equipment & Materials names. AMAT ranks #2 (23.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp	6,651	$2,882,077
2	AMAT	Applied Materials Inc /De This page	2,101	$1,519,023
3	ASML	Asml Holding NV	508	$1,010,635
4	KLAC	Kla Corp	1,938	$584,713
5	KLIC	Kulicke & Soffa Industries Inc	2,565	$343,094
6	TER	Teradyne, Inc	552	$267,079

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,519,023	2,101	-8.1%	Shares	Sole	2026-08-10
2026-03-31	$781,673	2,287	+5.6%	Shares	Sole	2026-05-15
2025-12-31	$556,640	2,166	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.