Position in AMAT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$8,762,760
+$4,526,957 QoQ
Shares Held
12,120
-2.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.36%
of 13F equity value
Holder Rank
#972
of 3,488 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AMAT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026VALLEY NATIONAL ADVISERS INC holds $48,147,065 across 7 Semiconductor Equipment & Materials names. AMAT ranks #3 (18.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
59,166 | $25,638,402 | |
| 2 | KLAC |
Kla Corp
|
35,973 | $10,853,413 | |
| 3 | AMAT |
Applied Materials Inc /De
This page
|
12,120 | $8,762,760 | |
| 4 | ASML |
Asml Holding NV
|
1,050 | $2,088,911 | |
| 5 | TER |
Teradyne, Inc
|
1,160 | $561,254 | |
| 6 | ONTO |
Onto Innovation Inc.
|
532 | $201,335 | |
| 7 | Q |
Qnity Electronics, Inc.
|
251 | $40,990 |
All Filings in AMAT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,762,760 | 12,120 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $4,235,803 | 12,393 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $3,320,310 | 12,920 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,480,425 | 12,115 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2,256,703 | 12,327 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,752,904 | 12,079 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,926,840 | 11,848 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $2,427,024 | 12,012 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $3,329,110 | 14,107 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $2,936,715 | 14,240 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $2,234,945 | 13,790 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $2,013,339 | 14,542 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,172,002 | 15,027 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,807,197 | 14,713 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $1,596 | 14,506 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $1,157,425 | 14,127 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,332,220 | 14,643 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $1,910,045 | 14,492 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $2,280,461 | 14,492 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,878,685 | 14,594 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $2,078,612 | 14,597 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $1,998,121 | 14,956 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $2,069,042 | 23,975 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,369,965 | 23,044 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,341,506 | 22,192 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $619,303 | 13,516 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||