MAIRS & POWER INC

Position in AMAT — Applied Materials Inc /De

CIK 1070134 St Paul, MN

Position in AMAT

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$7,958,061

+$4,086,606 QoQ

Shares Held

11,007

-2.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,016

of 3,497 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 92% Shared 0% None 8%

Technology · as of Jun 30, 2026

MAIRS & POWER INC holds $253,243,615 across 4 Semiconductor Equipment & Materials names. AMAT ranks #3 (3.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ENTG	Entegris Inc	1,301,640	$234,112,970
2	AMBA	Ambarella Inc	126,353	$10,841,087
3	AMAT	Applied Materials Inc /De This page	11,007	$7,958,061
4	LRCX	Lam Research Corp	765	$331,497

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,958,061	11,007	-2.8%	Shares	Sole	2026-08-14
2026-03-31	$3,871,455	11,327	0.0%	Shares	Sole	2026-05-14
2025-12-31	$2,910,925	11,327	0.0%	Shares	Sole	2026-02-17
2025-09-30	$2,319,089	11,327	0.0%	Shares	Sole	2025-11-14
2025-06-30	$2,073,633	11,327	+53.5%	Shares	Sole	2025-08-14
2025-03-31	$1,070,550	7,377	-1.3%	Shares	Sole	2025-05-15
2024-12-31	$1,215,984	7,477	0.0%	Shares	Sole	2025-02-14
2024-09-30	$1,510,727	7,477	0.0%	Shares	Sole	2024-11-14
2024-06-30	$1,764,497	7,477	0.0%	Shares	Sole	2024-08-14
2024-03-31	$1,541,981	7,477	0.0%	Shares	Sole	2024-05-15
2023-12-31	$1,211,797	7,477	0.0%	Shares	Sole	2024-02-14
2023-09-30	$1,035,190	7,477	-2.8%	Shares	Sole	2023-11-14
2023-06-30	$1,111,657	7,691	+0.2%	Shares	Sole	2023-08-14
2023-03-31	$942,720	7,675	0.0%	Shares	Sole	2023-05-15
2022-12-31	$747,391	7,675	-5.8%	Shares	Sole	2023-02-14
2022-09-30	$667,811	8,151	+123.3%	Shares	Sole	2022-11-14
2022-06-30	$332,167	3,651	-0.7%	Shares	Sole	2022-08-15
2022-03-31	$484,365	3,675	+119.4%	Shares	Sole	2022-05-16
2021-12-31	$263,578	1,675	-69.4%	Shares	Sole	2022-02-14
2021-09-30	$705,054	5,477	0.0%	Shares	Sole	2021-11-15
2021-06-30	$779,924	5,477	-0.9%	Shares	Sole	2021-08-16
2021-03-31	$738,540	5,528	-3.5%	Shares	Sole	2021-05-14
2020-12-31	$494,326	5,728	+0.9%	Shares	Sole	2021-02-16
2020-09-30	$337,497	5,677	0.0%	Shares	Sole	2020-11-16
2020-06-30	$343,174	5,677	-26.4%	Shares	Sole	2020-08-14
2020-03-31	$353,363	7,712	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.