MJP ASSOCIATES INC /ADV

Position in AMAT — Applied Materials Inc /De

CIK 715113 FARMINGTON, CT

Position in AMAT

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$1,333,212

+$886,835 QoQ

Shares Held

1,844

+41.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.44%

of 13F equity value

Holder Rank

#1,947

of 3,488 holders

Holding Since

Jun 2021

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

MJP ASSOCIATES INC /ADV holds $5,378,366 across 5 Semiconductor Equipment & Materials names. AMAT ranks #3 (24.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp	3,287	$1,424,355
2	ASML	Asml Holding NV	714	$1,420,460
3	AMAT	Applied Materials Inc /De This page	1,844	$1,333,212
4	KLAC	Kla Corp	3,252	$981,160
5	TER	Teradyne, Inc	453	$219,179

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,333,212	1,844	+41.2%	Shares	Sole	2026-08-11
2026-03-31	$446,377	1,306	-45.7%	Shares	Sole	2026-05-05
2025-12-31	$617,803	2,404	-14.9%	Shares	Sole	2026-02-06
2025-09-30	$578,185	2,824	+162.9%	Shares	Sole	2025-11-07
2024-09-30	$217,001	1,074	-11.3%	Shares	Sole	2024-11-12
2024-06-30	$285,783	1,211	-5.1%	Shares	Sole	2024-07-12
2024-03-31	$263,149	1,276	-49.8%	Shares	Sole	2024-04-11
2022-03-31	$334,772	2,540	+0.8%	Shares	Sole	2022-04-19
2021-12-31	$396,547	2,520	+34.3%	Shares	Sole	2022-01-18
2021-09-30	$241,626	1,877	-0.4%	Shares	Sole	2021-10-13
2021-06-30	$268,424	1,885	—	Shares	Sole	2021-07-14
No filing history on record for this holder in this stock.