MARCO INVESTMENT MANAGEMENT LLC

Position in AMAT — Applied Materials Inc /De

CIK 1080493 ATLANTA, GA

Position in AMAT

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$797,469

+$420,475 QoQ

Shares Held

1,103

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#2,291

of 3,497 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

MARCO INVESTMENT MANAGEMENT LLC holds $90,069,019 across 5 Semiconductor Equipment & Materials names. AMAT ranks #4 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KLAC	Kla Corp	219,020	$66,080,524
2	LRCX	Lam Research Corp	50,270	$21,783,499
3	Q	Qnity Electronics, Inc.	6,962	$1,136,964
4	AMAT	Applied Materials Inc /De This page	1,103	$797,469
5	ASML	Asml Holding NV	136	$270,563

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$797,469	1,103	0.0%	Shares	Sole	2026-08-03
2026-03-31	$376,994	1,103	-94.8%	Shares	Sole	2026-05-08
2025-12-31	$5,423,259	21,103	0.0%	Shares	Sole	2026-02-04
2025-09-30	$4,320,628	21,103	0.0%	Shares	Sole	2025-11-04
2025-06-30	$3,863,326	21,103	0.0%	Shares	Sole	2025-08-06
2025-03-31	$3,062,467	21,103	-31.9%	Shares	Sole	2025-05-07
2024-12-31	$5,042,017	31,003	-0.1%	Shares	Sole	2025-02-07
2024-09-30	$6,269,207	31,028	-1.0%	Shares	Sole	2024-11-12
2024-06-30	$7,395,926	31,340	0.0%	Shares	Sole	2024-08-07
2024-03-31	$6,463,248	31,340	-13.5%	Shares	Sole	2024-05-09
2023-12-31	$5,873,416	36,240	+0.3%	Shares	Sole	2024-02-05
2023-09-30	$5,000,121	36,115	+0.3%	Shares	Sole	2023-11-07
2023-06-30	$5,205,174	36,012	+0.0%	Shares	Sole	2023-08-14
2023-03-31	$4,422,248	36,003	0.0%	Shares	Sole	2023-05-11
2022-12-31	$3,505,972	36,003	-17.2%	Shares	Sole	2023-02-13
2022-09-30	$3,564,200	43,503	0.0%	Shares	Sole	2022-11-14
2022-06-30	$3,957,902	43,503	+2.0%	Shares	Sole	2022-08-05
2022-03-31	$5,622,192	42,657	-15.0%	Shares	Sole	2022-05-11
2021-12-31	$7,892,705	50,157	+99.3%	Shares	Sole	2022-02-14
2021-09-30	$3,240,262	25,171	0.0%	Shares	Sole	2021-11-10
2021-06-30	$3,584,350	25,171	—	Shares	Sole	2021-08-11
No filing history on record for this holder in this stock.