RAYMOND JAMES FINANCIAL INC

Position in AMAT — Applied Materials Inc /De

CIK 720005 ST. PETERSBURG, FL

Position in AMAT

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$477,203,437

+$151,151,746 QoQ

Shares Held

1,396,189

+10.0% QoQ

Ownership

0.176%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2024

6 quarters on record

Voting authority Sole 8.551062929159304.ToString("F0")% Shared 0.ToString("F0")% None 91.4489370708407.ToString("F0")%

Technology · as of Mar 31, 2026

RAYMOND JAMES FINANCIAL INC holds $2,196,497,208 across 24 Semiconductor Equipment & Materials names. AMAT ranks #1 (21.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De This page	1,396,189	$477,203,437
2	ASML	Asml Holding NV	297,893	$393,466,008
3	LRCX	Lam Research Corp	1,669,226	$356,646,824
4	KLAC	Kla Corp	218,705	$322,023,425
5	TER	Teradyne, Inc	645,148	$191,260,573
6	Q	Qnity Electronics, Inc.	1,515,368	$174,843,158
7	ENTG	Entegris Inc	933,213	$109,409,890
8	ONTO	Onto Innovation Inc.	252,923	$51,866,917

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$477,203,437	1,396,189	+10.0%	Shares	Defined	2026-05-14
2025-12-31	$326,051,691	1,268,733	-3.8%	Shares	Defined	2026-02-18
2025-09-30	$270,152,176	1,319,489	+9.6%	Shares	Defined	2025-11-14
2025-06-30	$220,464,424	1,204,263	+1.2%	Shares	Defined	2025-08-14
2025-03-31	$172,765,502	1,190,501	+5.8%	Shares	Defined	2025-05-13
2024-12-31	$182,962,488	1,125,023	—	Shares	Defined	2025-04-23
No filing history on record for this holder in this stock.