Downshift Financial, LLC

Position in AMAT — Applied Materials Inc /De

CIK 2118380 BOULDER, CO

Position in AMAT

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$28,920

New position

Shares Held

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#3,412

of 3,488 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Downshift Financial, LLC holds $124,373 across 7 Semiconductor Equipment & Materials names. AMAT ranks #3 (23.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ASML	Asml Holding NV	23	$45,757
2	LRCX	Lam Research Corp	70	$30,333
3	AMAT	Applied Materials Inc /De This page	40	$28,920
4	Q	Qnity Electronics, Inc.	61	$9,961
5	KLAC	Kla Corp	20	$6,034
6	AEHR	Aehr Test Systems	25	$2,401
7	TER	Teradyne, Inc	2	$967

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$28,920	40	—	Shares	Sole	2026-08-13
No filing history on record for this holder in this stock.