FLPUTNAM INVESTMENT MANAGEMENT CO

Position in AMAT — Applied Materials Inc /De

CIK 1140334 PORTLAND, ME

Position in AMAT

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

Position Value

$39,989,853

+$24,720,727 QoQ

Shares Held

55,311

+23.8% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.73%

of 13F equity value

Holder Rank

#508

of 3,488 holders

Holding Since

Sep 2021

17 quarters on record

Voting authority Sole 84% Shared 0% None 16%

Technology · as of Jun 30, 2026

FLPUTNAM INVESTMENT MANAGEMENT CO holds $245,049,460 across 4 Semiconductor Equipment & Materials names. AMAT ranks #3 (16.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp	292,741	$126,853,457
2	ASML	Asml Holding NV	26,104	$51,932,339
3	AMAT	Applied Materials Inc /De This page	55,311	$39,989,853
4	KLAC	Kla Corp	87,083	$26,273,811

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$39,989,853	55,311	+23.8%	Shares	Sole	2026-08-06
2026-03-31	$15,269,126	44,674	-26.7%	Shares	Sole	2026-05-05
2025-12-31	$15,666,110	60,960	-2.1%	Shares	Sole	2026-02-09
2025-09-30	$12,750,183	62,275	+24.5%	Shares	Sole	2025-10-10
2025-06-30	$9,154,049	50,003	-0.4%	Shares	Sole	2025-08-12
2025-03-31	$7,285,024	50,200	+1.9%	Shares	Sole	2025-05-15
2024-12-31	$8,010,340	49,255	-38.1%	Shares	Sole	2025-02-05
2024-09-30	$16,078,936	79,579	-19.1%	Shares	Sole	2024-11-08
2024-06-30	$23,214,100	98,369	+103.6%	Shares	Sole	2024-08-14
2024-03-31	$9,966,064	48,325	-6.7%	Shares	Sole	2024-05-03
2023-12-31	$8,398,143	51,818	+1.6%	Shares	Sole	2024-01-30
2023-09-30	$7,062,472	51,011	+4.0%	Shares	Sole	2023-11-06
2023-06-30	$7,089,831	49,051	+84.4%	Shares	Sole	2023-08-14
2023-03-31	$3,267,523	26,602	-32.3%	Shares	Sole	2023-04-27
2022-03-31	$5,181,585	39,314	+7.4%	Shares	Sole	2022-04-28
2021-12-31	$5,760,634	36,608	+51.6%	Shares	Sole	2022-02-15
2021-09-30	$3,109,086	24,152	—	Shares	Sole	2021-10-26
No filing history on record for this holder in this stock.