Position in AMAT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,375,778
+$1,251,973 QoQ
Shares Held
3,286
-0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#1,591
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, 2026Basecamp Wealth Advisors LLC holds $9,780,296 across 18 Semiconductor Equipment & Materials names. AMAT ranks #2 (24.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
|
1,625 | $3,232,839 | |
| 2 | AMAT |
Applied Materials Inc /De
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|
3,286 | $2,375,778 | |
| 3 | LRCX |
Lam Research Corp
|
4,718 | $2,044,450 | |
| 4 | KLAC |
Kla Corp
|
5,799 | $1,749,616 | |
| 5 | TER |
Teradyne, Inc
|
273 | $132,088 | |
| 6 | Q |
Qnity Electronics, Inc.
|
548 | $89,493 | |
| 7 | ONTO |
Onto Innovation Inc.
|
114 | $43,143 | |
| 8 | UCTT |
Ultra Clean Holdings, Inc.
|
210 | $29,943 |
All Filings in AMAT
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,375,778 | 3,286 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,123,805 | 3,288 | Shares | Sole | 2026-06-24 | |
| 2025-12-31 | $839,329 | 3,266 | Shares | Sole | 2026-06-24 | |
| No filing history on record for this holder in this stock. | ||||||