TEALWOOD ASSET MANAGEMENT INC

Position in AMAT — Applied Materials Inc /De

CIK 1164062 Minneapolis, MN

Position in AMAT

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

Position Value

$3,493,536

+$902,768 QoQ

Shares Held

4,832

-36.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.35%

of 13F equity value

Holder Rank

#1,376

of 3,486 holders

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 68% Shared 0% None 32%

Technology · as of Jun 30, 2026

TEALWOOD ASSET MANAGEMENT INC holds $15,470,432 across 4 Semiconductor Equipment & Materials names. AMAT ranks #3 (22.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KLAC	Kla Corp	17,106	$5,161,051
2	TER	Teradyne, Inc	7,867	$3,806,369
3	AMAT	Applied Materials Inc /De This page	4,832	$3,493,536
4	LRCX	Lam Research Corp	6,945	$3,009,476

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,493,536	4,832	-36.3%	Shares	Sole	2026-07-14
2026-03-31	$2,590,768	7,580	-0.4%	Shares	Sole	2026-04-09
2025-12-31	$1,955,179	7,608	-1.5%	Shares	Sole	2026-01-07
2025-09-30	$1,581,411	7,724	-3.0%	Shares	Sole	2025-10-17
2025-06-30	$1,457,420	7,961	-2.0%	Shares	Sole	2025-07-17
2025-03-31	$1,178,519	8,121	-0.4%	Shares	Sole	2025-04-11
2024-12-31	$1,325,597	8,151	+0.2%	Shares	Sole	2025-01-13
2024-09-30	$1,644,080	8,137	+1.5%	Shares	Sole	2024-10-08
2024-06-30	$1,891,223	8,014	-23.6%	Shares	Sole	2024-07-09
2024-03-31	$2,163,971	10,493	-0.5%	Shares	Sole	2024-04-11
2023-12-31	$1,709,028	10,545	-1.6%	Shares	Sole	2024-01-08
2023-09-30	$1,483,214	10,713	+2.0%	Shares	Sole	2023-11-08
2023-06-30	$1,518,392	10,505	+1.1%	Shares	Sole	2023-07-26
2023-03-31	$1,276,572	10,393	-2.1%	Shares	Sole	2023-04-12
2022-12-31	$1,033,688	10,615	-0.4%	Shares	Sole	2023-01-17
2022-09-30	$873,291	10,659	+1.2%	Shares	Sole	2022-11-16
2022-06-30	$958,292	10,533	+0.5%	Shares	Sole	2022-07-20
2022-03-31	$1,381,791	10,484	-0.4%	Shares	Sole	2022-05-02
2021-12-31	$1,656,371	10,526	+13.5%	Shares	Sole	2022-03-15
2021-09-30	$1,193,584	9,272	+5.1%	Shares	Sole	2021-12-02
2021-03-31	$1,178,485	8,821	-3.4%	Shares	Sole	2021-06-21
2020-12-31	$788,436	9,136	—	Shares	Sole	2021-03-09
No filing history on record for this holder in this stock.