CULLINAN ASSOCIATES INC

Position in AMAT — Applied Materials Inc /De

CIK 1161670 LOUISVILLE, KY

Position in AMAT

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$33,573,951

+$15,985,096 QoQ

Shares Held

46,437

-9.8% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

2.79%

of 13F equity value

Holder Rank

#545

of 3,488 holders

Holding Since

Jun 2021

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

CULLINAN ASSOCIATES INC holds $56,741,383 across 3 Semiconductor Equipment & Materials names. AMAT ranks #1 (59.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De This page	46,437	$33,573,951
2	KLAC	Kla Corp	59,643	$17,994,889
3	ASML	Asml Holding NV	2,600	$5,172,543

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$33,573,951	46,437	-9.8%	Shares	Sole	2026-07-29
2026-03-31	$17,588,855	51,461	-12.8%	Shares	Sole	2026-05-01
2025-12-31	$15,159,326	58,988	-4.8%	Shares	Sole	2026-01-30
2025-09-30	$12,688,556	61,974	-2.9%	Shares	Sole	2025-10-27
2025-06-30	$11,684,076	63,823	-1.8%	Shares	Sole	2025-07-22
2025-03-31	$9,429,897	64,980	-5.2%	Shares	Sole	2025-04-22
2024-12-31	$11,152,189	68,574	-22.6%	Shares	Sole	2025-01-24
2024-09-30	$17,897,993	88,582	-3.0%	Shares	Sole	2024-10-23
2024-06-30	$21,552,494	91,328	-3.6%	Shares	Sole	2024-07-10
2024-03-31	$19,546,066	94,778	-10.7%	Shares	Sole	2024-04-18
2023-12-31	$17,207,296	106,172	-6.1%	Shares	Sole	2024-01-24
2023-09-30	$15,659,110	113,103	+25.7%	Shares	Sole	2023-10-11
2023-06-30	$13,005,564	89,979	+2.9%	Shares	Sole	2023-07-14
2023-03-31	$10,738,167	87,423	+5.6%	Shares	Sole	2023-04-05
2022-12-31	$8,058,292	82,751	+2.9%	Shares	Sole	2023-01-11
2022-09-30	$6,586,188	80,388	+2072.6%	Shares	Sole	2022-10-19
2022-03-31	$487,660	3,700	+42.3%	Shares	Sole	2022-04-21
2021-12-31	$409,136	2,600	0.0%	Shares	Sole	2022-01-07
2021-09-30	$334,698	2,600	-10.3%	Shares	Sole	2021-10-08
2021-06-30	$412,960	2,900	—	Shares	Sole	2021-07-07
No filing history on record for this holder in this stock.