CLIFFORD SWAN INVESTMENT COUNSEL LLC

Position in AMAT — Applied Materials Inc /De

CIK 1034642 PASADENA, CA

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Position in AMAT

as of Jun 30, 2026 · filed Aug 20, 2026 Compact

Position Value

$819,882

+$415,203 QoQ

Shares Held

1,134

-4.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#2,265

of 3,488 holders

Holding Since

Dec 2021

7 quarters on record

Voting authority Sole 39% Shared 0% None 61%

Common Shares in AMAT Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Jun 30, 2026

CLIFFORD SWAN INVESTMENT COUNSEL LLC holds $50,084,652 across 6 Semiconductor Equipment & Materials names. AMAT ranks #4 (1.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ENTG	Entegris Inc	163,566	$29,418,979
2	Q	Qnity Electronics, Inc.	72,226	$11,795,228
3	LRCX	Lam Research Corp	16,530	$7,162,944
4	AMAT	Applied Materials Inc /De This page	1,134	$819,882
5	KLAC	Kla Corp	1,610	$485,753
6	ASML	Asml Holding NV	202	$401,866

All Filings in AMAT

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7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$819,882	1,134	-4.2%	Shares	Sole	2026-08-20
2026-03-31	$404,679	1,184	-30.6%	Shares	Sole	2026-05-06
2023-12-31	$276,329	1,705	0.0%	Shares	Sole	2024-02-06
2023-09-30	$236,057	1,705	0.0%	Shares	Sole	2023-11-13
2023-06-30	$246,440	1,705	0.0%	Shares	Sole	2023-08-04
2023-03-31	$209,425	1,705	+26.3%	Shares	Sole	2023-05-05
2021-12-31	$212,436	1,350	—	Shares	Sole	2022-02-11
No filing history on record for this holder in this stock.