TWIN CAPITAL MANAGEMENT INC

Position in AMAT — Applied Materials Inc /De

CIK 1059187 MCMURRAY, PA

Position in AMAT

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$11,834,787

+$8,682,117 QoQ

Shares Held

16,369

+77.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.29%

of 13F equity value

Holder Rank

#859

of 3,488 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 96% Shared 0% None 4%

Technology · as of Jun 30, 2026

TWIN CAPITAL MANAGEMENT INC holds $32,480,210 across 4 Semiconductor Equipment & Materials names. AMAT ranks #1 (36.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De This page	16,369	$11,834,787
2	KLAC	Kla Corp	32,329	$9,753,982
3	LRCX	Lam Research Corp	22,162	$9,603,459
4	TER	Teradyne, Inc	2,662	$1,287,982

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,834,787	16,369	+77.5%	Shares	Sole	2026-08-06
2026-03-31	$3,152,670	9,224	+10.6%	Shares	Sole	2026-05-05
2025-12-31	$2,143,296	8,340	-3.0%	Shares	Sole	2026-02-06
2025-09-30	$1,760,149	8,597	-29.7%	Shares	Sole	2025-11-05
2025-06-30	$2,238,946	12,230	-2.6%	Shares	Sole	2025-08-06
2025-03-31	$1,821,981	12,555	-22.6%	Shares	Sole	2025-05-05
2024-12-31	$2,636,557	16,212	-1.9%	Shares	Sole	2025-02-13
2024-09-30	$3,338,472	16,523	-3.6%	Shares	Sole	2024-11-12
2024-06-30	$4,046,284	17,146	-17.2%	Shares	Sole	2024-08-14
2024-03-31	$4,269,373	20,702	+1.2%	Shares	Sole	2024-05-13
2023-12-31	$3,314,169	20,449	-0.3%	Shares	Sole	2024-01-31
2023-09-30	$2,840,163	20,514	-1.2%	Shares	Sole	2023-11-13
2023-06-30	$3,000,072	20,756	-0.9%	Shares	Sole	2023-08-07
2023-03-31	$2,572,551	20,944	-7.0%	Shares	Sole	2023-05-08
2022-12-31	$2,192,023	22,510	-0.1%	Shares	Sole	2023-01-31
2022-09-30	$1,846,702	22,540	+59.7%	Shares	Sole	2022-10-21
2022-06-30	$1,284,364	14,117	-37.9%	Shares	Sole	2022-08-02
2022-03-31	$2,996,077	22,732	-10.7%	Shares	Sole	2022-05-06
2021-12-31	$4,004,025	25,445	+0.4%	Shares	Sole	2022-02-07
2021-09-30	$3,263,305	25,350	+48.7%	Shares	Sole	2021-10-29
2021-06-30	$2,428,347	17,053	+144.0%	Shares	Sole	2021-08-09
2021-03-31	$933,596	6,988	-10.7%	Shares	Sole	2021-05-06
2020-12-31	$675,556	7,828	-3.0%	Shares	Sole	2021-02-11
2020-09-30	$479,999	8,074	—	Shares	Sole	2020-11-05
No filing history on record for this holder in this stock.