KCM INVESTMENT ADVISORS LLC

Position in AMAT — Applied Materials Inc /De

CIK 1109228 GREENBRAE, CA

Position in AMAT

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

Position Value

$31,018,869

+$16,135,624 QoQ

Shares Held

42,903

-1.5% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

1.38%

of 13F equity value

Holder Rank

#570

of 3,488 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

KCM INVESTMENT ADVISORS LLC holds $80,810,669 across 5 Semiconductor Equipment & Materials names. AMAT ranks #2 (38.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KLAC	Kla Corp	142,507	$42,995,786
2	AMAT	Applied Materials Inc /De This page	42,903	$31,018,869
3	LRCX	Lam Research Corp	13,487	$5,844,321
4	ASML	Asml Holding NV	277	$551,074
5	TER	Teradyne, Inc	828	$400,619

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$31,018,869	42,903	-1.5%	Shares	Sole	2026-08-14
2026-03-31	$14,883,245	43,545	-2.3%	Shares	Sole	2026-05-15
2025-12-31	$11,448,904	44,550	-2.6%	Shares	Sole	2026-02-13
2025-09-30	$9,360,098	45,717	-0.1%	Shares	Sole	2025-11-12
2025-06-30	$8,376,550	45,756	-0.3%	Shares	Sole	2025-08-06
2025-03-31	$6,661,588	45,904	-2.5%	Shares	Sole	2025-05-14
2024-12-31	$7,658,897	47,094	-2.9%	Shares	Sole	2025-02-13
2024-09-30	$9,799,425	48,500	-0.8%	Shares	Sole	2024-11-06
2024-06-30	$11,542,270	48,910	-0.9%	Shares	Sole	2024-07-29
2024-03-31	$10,173,944	49,333	+2.1%	Shares	Sole	2024-05-07
2023-12-31	$7,834,463	48,340	-1.9%	Shares	Sole	2024-02-13
2023-09-30	$6,820,047	49,260	-4.1%	Shares	Sole	2023-11-08
2023-06-30	$7,424,730	51,368	-7.9%	Shares	Sole	2023-08-09
2023-03-31	$6,854,036	55,801	-5.3%	Shares	Sole	2023-05-09
2022-12-31	$5,735,292	58,896	-33.6%	Shares	Sole	2023-01-31
2022-09-30	$7,270,877	88,745	-10.7%	Shares	Sole	2022-11-10
2022-06-30	$9,046,232	99,431	-1.6%	Shares	Sole	2022-08-15
2022-03-31	$13,321,421	101,073	+22.9%	Shares	Sole	2022-05-13
2021-12-31	$12,943,646	82,255	+32.8%	Shares	Sole	2022-02-14
2021-09-30	$7,975,467	61,955	+85.6%	Shares	Sole	2021-11-12
2021-06-30	$4,754,024	33,385	+58.0%	Shares	Sole	2021-10-21
2021-03-31	$2,822,700	21,128	+8.7%	Shares	Sole	2021-05-13
2020-12-31	$1,677,154	19,434	+17.1%	Shares	Sole	2021-02-19
2020-09-30	$986,216	16,589	+13.2%	Shares	Sole	2020-11-16
2020-06-30	$885,773	14,653	-4.6%	Shares	Sole	2020-08-14
2020-03-31	$703,428	15,352	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.