PlanVest Financial, Inc

Position in AMAT — Applied Materials Inc /De

CIK 2135239 GAITHERSBURG, MD

Position in AMAT

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

Position Value

$1,994,034

+$1,171,346 QoQ

Shares Held

2,758

+14.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

4.14%

of 13F equity value

Holder Rank

#1,696

of 3,482 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

PlanVest Financial, Inc holds $2,323,065 across 4 Semiconductor Equipment & Materials names. AMAT ranks #1 (85.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De This page	2,758	$1,994,034
2	LRCX	Lam Research Corp	735	$318,497
3	Q	Qnity Electronics, Inc.	54	$8,818
4	AMBA	Ambarella Inc	20	$1,716

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,994,034	2,758	+14.6%	Shares	Sole	2026-08-10
2026-03-31	$822,688	2,407	—	Shares	Sole	2026-05-14
No filing history on record for this holder in this stock.