BURNEY CO/

Position in AMAT — Applied Materials Inc /De

CIK 940445 RESTON, VA

Back to AMAT Full portfolio

Position in AMAT

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$27,524,610

+$14,186,598 QoQ

Shares Held

38,070

-2.4% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

1.16%

of 13F equity value

Holder Rank

#594

of 3,488 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 4% Shared 0% None 96%

Common Shares in AMAT Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Jun 30, 2026

BURNEY CO/ holds $152,361,219 across 7 Semiconductor Equipment & Materials names. AMAT ranks #3 (18.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp	204,176	$88,475,586
2	KLAC	Kla Corp	107,927	$32,562,655
3	AMAT	Applied Materials Inc /De This page	38,070	$27,524,610
4	FORM	Formfactor Inc	17,780	$2,843,555
5	NVMI	Nova Ltd.	690	$374,628
6	ASML	Asml Holding NV	185	$368,046
7	Q	Qnity Electronics, Inc.	1,299	$212,139

All Filings in AMAT

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$27,524,610	38,070	-2.4%	Shares	Sole	2026-07-15
2026-03-31	$13,338,012	39,024	-18.1%	Shares	Sole	2026-04-29
2025-12-31	$12,247,886	47,659	-3.0%	Shares	Sole	2026-01-23
2025-09-30	$10,054,371	49,108	-0.6%	Shares	Sole	2025-10-16
2025-06-30	$9,042,925	49,396	-0.6%	Shares	Sole	2025-08-05
2025-03-31	$7,208,400	49,672	-10.7%	Shares	Sole	2025-05-06
2024-12-31	$9,045,480	55,620	+1.8%	Shares	Sole	2025-01-14
2024-09-30	$11,040,214	54,641	-17.0%	Shares	Sole	2024-10-18
2024-06-30	$15,528,613	65,802	-9.5%	Shares	Sole	2024-07-29
2024-03-31	$14,989,827	72,685	-1.4%	Shares	Sole	2024-05-22
2023-12-31	$11,953,310	73,754	+37.6%	Shares	Sole	2024-02-12
2023-09-30	$7,422,580	53,612	+1.4%	Shares	Defined	2023-11-08
2023-06-30	$7,643,852	52,884	+3.7%	Shares	Defined	2023-08-09
2023-03-31	$6,264,698	51,003	+4.6%	Shares	Defined	2023-05-10
2022-12-31	$4,749,319	48,771	-10.4%	Shares	Defined	2023-02-06
2022-09-30	$4,461,907	54,460	-12.2%	Shares	Defined	2022-11-15
2022-06-30	$5,644,125	62,037	-6.0%	Shares	Defined	2022-08-12
2022-03-31	$8,701,698	66,022	-55.2%	Shares	Defined	2022-05-09
2021-12-31	$23,208,396	147,486	-2.6%	Shares	Defined	2022-02-11
2021-09-30	$19,493,325	151,428	+0.7%	Shares	Defined	2021-11-12
2021-06-30	$21,417,529	150,404	-7.4%	Shares	Defined	2021-08-06
2021-03-31	$21,699,846	162,424	-6.4%	Shares	Sole	2021-05-13
2020-12-31	$14,967,785	173,439	+35.9%	Shares	Defined	2021-02-11
2020-09-30	$7,588,851	127,651	-9.9%	Shares	Defined	2020-12-14
2020-06-30	$8,567,094	141,722	-35.3%	Shares	Sole	2020-08-13
2020-03-31	$10,043,789	219,201	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.