CHILTON CAPITAL MANAGEMENT LLC

Position in AMAT — Applied Materials Inc /De

CIK 1056859 HOUSTON, TX

Position in AMAT

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$1,970,175

+$1,033,329 QoQ

Shares Held

2,725

-0.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,706

of 3,486 holders

Holding Since

Dec 2021

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

CHILTON CAPITAL MANAGEMENT LLC holds $47,125,623 across 5 Semiconductor Equipment & Materials names. AMAT ranks #3 (4.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ASML	Asml Holding NV	21,579	$42,930,123
2	LRCX	Lam Research Corp	5,033	$2,180,949
3	AMAT	Applied Materials Inc /De This page	2,725	$1,970,175
4	Q	Qnity Electronics, Inc.	251	$40,990
5	TER	Teradyne, Inc	7	$3,386

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,970,175	2,725	-0.6%	Shares	Sole	2026-08-04
2026-03-31	$936,846	2,741	-0.1%	Shares	Sole	2026-05-11
2025-12-31	$705,437	2,745	+0.7%	Shares	Sole	2026-02-12
2025-09-30	$557,916	2,725	0.0%	Shares	Sole	2025-10-31
2025-06-30	$498,865	2,725	0.0%	Shares	Sole	2025-08-01
2025-03-31	$395,452	2,725	-1.8%	Shares	Sole	2025-04-29
2024-12-31	$451,298	2,775	-2.2%	Shares	Sole	2025-02-07
2024-09-30	$573,215	2,837	0.0%	Shares	Sole	2024-11-12
2024-06-30	$669,503	2,837	+2.2%	Shares	Sole	2024-08-01
2024-03-31	$572,288	2,775	0.0%	Shares	Sole	2024-05-07
2023-12-31	$449,744	2,775	+692.9%	Shares	Sole	2024-01-18
2023-09-30	$48,457	350	0.0%	Shares	Sole	2023-11-14
2023-06-30	$50,589	350	0.0%	Shares	Sole	2023-08-14
2023-03-31	$42,990	350	-21.3%	Shares	Sole	2023-05-16
2022-06-30	$40,486	445	0.0%	Shares	Sole	2022-08-16
2021-12-31	$70,025	445	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.