Collaborative Fund Advisors, LLC

Position in AMAT — Applied Materials Inc /De

CIK 2132074 RENO, NV

Position in AMAT

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$1,703,388

+$787,050 QoQ

Shares Held

2,356

-12.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.42%

of 13F equity value

Holder Rank

#1,786

of 3,488 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Collaborative Fund Advisors, LLC holds $4,051,898 across 4 Semiconductor Equipment & Materials names. AMAT ranks #1 (42.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De This page	2,356	$1,703,388
2	ASML	Asml Holding NV	477	$948,962
3	LRCX	Lam Research Corp	2,067	$895,693
4	KLAC	Kla Corp	1,670	$503,855

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,703,388	2,356	-12.1%	Shares	Sole	2026-07-31
2026-03-31	$916,338	2,681	—	Shares	Sole	2026-04-28
No filing history on record for this holder in this stock.