Position in AMAT
as of Sep 30, 2026
· filed Oct 8, 2026
Position Value
$260,803
-$96,359 QoQ
Shares Held
510
+3.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#129
of 160 holders
Holding Since
Mar 2020
27 quarters on record
Voting authority
Sole 0%
Shared 78%
None 22%
Common Shares in AMAT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Sep 30, 2026TOTH FINANCIAL ADVISORY CORP holds $1,217,889 across 10 Semiconductor Equipment & Materials names. AMAT ranks #3 (21.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
1,210 | $397,497 | |
| 2 | ASML |
Asml Holding NV
|
183 | $331,535 | |
| 3 | AMAT |
Applied Materials Inc /De
This page
|
510 | $260,803 | |
| 4 | KLAC |
Kla Corp
|
1,032 | $201,167 | |
| 5 | Q |
Qnity Electronics, Inc.
|
100 | $12,574 | |
| 6 | INTT |
Intest Corp
|
500 | $5,915 | |
| 7 | AMBA |
Ambarella Inc
|
60 | $4,170 | |
| 8 | ONTO |
Onto Innovation Inc.
|
6 | $1,846 |
All Filings in AMAT
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-09-30 | $260,803 | 510 | Shares | Sole | 2026-10-08 | |
| 2026-06-30 | $357,162 | 494 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $134,665 | 394 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $101,254 | 394 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $80,053 | 391 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $60,413 | 330 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $47,889 | 330 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $53,667 | 330 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $66,676 | 330 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $84,248 | 357 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $73,624 | 357 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $57,858 | 357 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $55,933 | 404 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $51,600 | 357 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $43,850 | 357 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $34,764 | 357 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $29,249 | 357 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $32,479 | 357 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $47,052 | 357 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $56,177 | 357 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $45,956 | 357 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $43,147 | 303 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $29,392 | 220 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $18,986 | 220 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $13,079 | 220 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $1,209 | 20 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $490,274 | 10,700 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||