STATE OF MICHIGAN RETIREMENT SYSTEM
PensionPosition in AMAT — Applied Materials Inc /De
CIK 762152
EAST LANSING, MI
Position in AMAT
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$161,265,873
+$74,090,625 QoQ
Shares Held
223,051
-12.5% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.79%
of 13F equity value
Holder Rank
#248
of 3,488 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMAT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026STATE OF MICHIGAN RETIREMENT SYSTEM holds $477,654,909 across 10 Semiconductor Equipment & Materials names. AMAT ranks #1 (33.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
This page
|
223,051 | $161,265,873 | |
| 2 | LRCX |
Lam Research Corp
|
358,800 | $155,478,804 | |
| 3 | KLAC |
Kla Corp
|
378,480 | $114,191,200 | |
| 4 | TER |
Teradyne, Inc
|
43,135 | $20,870,438 | |
| 5 | Q |
Qnity Electronics, Inc.
|
53,647 | $8,761,091 | |
| 6 | ENTG |
Entegris Inc
|
35,700 | $6,421,002 | |
| 7 | ONTO |
Onto Innovation Inc.
|
11,600 | $4,390,020 | |
| 8 | ASML |
Asml Holding NV
|
1,646 | $3,274,618 |
All Filings in AMAT
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $161,265,873 | 223,051 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $87,175,248 | 255,055 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $65,854,972 | 256,255 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $55,168,216 | 269,455 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $50,043,099 | 273,355 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $39,408,061 | 271,555 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $44,683,405 | 274,755 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $55,413,222 | 274,255 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $65,193,417 | 276,255 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $55,961,541 | 271,355 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $44,140,574 | 272,355 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $37,666,014 | 272,055 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $40,898,315 | 282,955 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $34,264,042 | 278,955 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $27,388,611 | 281,255 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $23,116,959 | 282,155 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $25,934,303 | 285,055 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $36,818,989 | 279,355 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $44,479,377 | 282,660 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $32,185,589 | 250,024 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $75,219,097 | 528,224 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $120,737,526 | 903,724 | Shares | Sole | 2021-07-27 | |
| 2020-12-31 | $77,930,971 | 903,024 | Shares | Sole | 2021-07-27 | |
| 2020-09-30 | $15,369,251 | 258,524 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $14,146,750 | 234,024 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $9,700,506 | 211,709 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||