CYPRESS ASSET MANAGEMENT INC/TX

Position in AMAT — Applied Materials Inc /De

CIK 1030618 HOUSTON, TX

Position in AMAT

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$16,753,356

+$8,853,222 QoQ

Shares Held

23,172

+0.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

3.32%

of 13F equity value

Holder Rank

#740

of 3,488 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 84% Shared 0% None 16%

Technology · as of Jun 30, 2026

CYPRESS ASSET MANAGEMENT INC/TX holds $27,858,724 across 5 Semiconductor Equipment & Materials names. AMAT ranks #1 (60.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De This page	23,172	$16,753,356
2	KLAC	Kla Corp	17,250	$5,204,497
3	ASML	Asml Holding NV	2,108	$4,193,739
4	LRCX	Lam Research Corp	2,890	$1,252,323
5	TER	Teradyne, Inc	940	$454,809

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$16,753,356	23,172	+0.3%	Shares	Sole	2026-08-07
2026-03-31	$7,900,134	23,114	-1.8%	Shares	Sole	2026-08-07
2025-12-31	$6,050,315	23,543	-0.4%	Shares	Sole	2026-01-29
2025-09-30	$4,837,801	23,629	-1.4%	Shares	Sole	2025-11-12
2025-06-30	$4,389,286	23,976	+2.4%	Shares	Sole	2025-08-14
2025-03-31	$3,399,436	23,425	-2.4%	Shares	Sole	2025-08-15
2024-12-31	$3,902,957	23,999	-0.2%	Shares	Sole	2025-02-24
2024-09-30	$4,858,090	24,044	-0.2%	Shares	Sole	2025-08-15
2024-06-30	$5,686,415	24,096	-0.4%	Shares	Sole	2025-02-24
2024-03-31	$4,987,053	24,182	+2.3%	Shares	Sole	2024-06-11
2023-12-31	$3,830,848	23,637	-0.6%	Shares	Sole	2024-02-09
2023-09-30	$3,292,064	23,778	-0.2%	Shares	Sole	2024-02-12
2023-06-30	$3,444,821	23,833	+0.5%	Shares	Sole	2023-08-14
2023-03-31	$2,912,913	23,715	-2.0%	Shares	Sole	2023-05-26
2022-12-31	$2,355,622	24,190	-9.0%	Shares	Sole	2023-02-28
2022-09-30	$2,178,027	26,584	-1.6%	Shares	Sole	2022-11-14
2022-06-30	$2,457,278	27,009	-0.8%	Shares	Sole	2022-08-12
2022-03-31	$3,587,068	27,216	-3.4%	Shares	Sole	2022-06-06
2021-12-31	$4,431,257	28,160	+0.4%	Shares	Sole	2022-01-31
2021-09-30	$3,611,262	28,053	+1.0%	Shares	Sole	2021-10-18
2021-06-30	$3,955,587	27,778	+10.7%	Shares	Sole	2021-08-06
2021-03-31	$3,352,157	25,091	+7.7%	Shares	Sole	2021-04-22
2020-12-31	$2,010,013	23,291	+0.3%	Shares	Sole	2021-02-10
2020-09-30	$1,380,191	23,216	+1.1%	Shares	Sole	2020-10-26
2020-06-30	$1,387,629	22,955	-6.9%	Shares	Sole	2020-07-28
2020-03-31	$1,129,463	24,650	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.