HOLDERNESS INVESTMENTS CO

Position in AMAT — Applied Materials Inc /De

CIK 1184820 GREENSBORO, NC

Position in AMAT

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$43,757,406

+$22,906,508 QoQ

Shares Held

60,522

-0.8% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

7.94%

of 13F equity value

Holder Rank

#487

of 3,488 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

HOLDERNESS INVESTMENTS CO holds $55,779,554 across 5 Semiconductor Equipment & Materials names. AMAT ranks #1 (78.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De This page	60,522	$43,757,406
2	KLAC	Kla Corp	22,310	$6,731,150
3	LRCX	Lam Research Corp	7,709	$3,340,540
4	ASML	Asml Holding NV	639	$1,271,252
5	Q	Qnity Electronics, Inc.	4,159	$679,206

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$43,757,406	60,522	-0.8%	Shares	Sole	2026-08-12
2026-03-31	$20,850,898	61,005	+0.0%	Shares	Sole	2026-05-12
2025-12-31	$15,670,479	60,977	-3.9%	Shares	Sole	2026-02-10
2025-09-30	$12,986,453	63,429	-4.6%	Shares	Sole	2025-11-12
2025-06-30	$12,173,605	66,497	+0.7%	Shares	Sole	2025-08-12
2025-03-31	$9,586,772	66,061	+0.2%	Shares	Sole	2025-05-13
2024-12-31	$10,725,611	65,951	-2.9%	Shares	Sole	2025-02-11
2024-09-30	$13,723,438	67,921	-0.4%	Shares	Sole	2024-11-12
2024-06-30	$16,089,090	68,177	+0.2%	Shares	Sole	2024-08-13
2024-03-31	$14,038,488	68,072	+0.1%	Shares	Sole	2024-05-13
2023-12-31	$11,016,546	67,974	-0.1%	Shares	Sole	2024-02-13
2023-09-30	$9,421,384	68,049	-2.5%	Shares	Sole	2023-11-15
2023-06-30	$10,085,133	69,774	-0.1%	Shares	Sole	2023-08-15
2023-03-31	$8,575,499	69,816	+0.3%	Shares	Sole	2023-05-12
2022-12-31	$6,780,082	69,625	-1.4%	Shares	Sole	2023-02-13
2022-09-30	$5,782,619	70,580	-0.3%	Shares	Sole	2022-11-14
2022-06-30	$6,443,840	70,827	-6.1%	Shares	Sole	2022-08-15
2022-03-31	$9,944,969	75,455	-2.2%	Shares	Sole	2022-05-12
2021-12-31	$12,135,760	77,121	-0.6%	Shares	Sole	2022-02-09
2021-09-30	$9,986,487	77,577	-0.7%	Shares	Sole	2021-11-12
2021-06-30	$11,130,126	78,161	+0.1%	Shares	Sole	2021-08-09
2021-03-31	$10,429,884	78,068	-0.9%	Shares	Sole	2021-05-11
2020-12-31	$6,795,348	78,741	-6.5%	Shares	Sole	2021-02-05
2020-09-30	$5,004,738	84,184	-0.0%	Shares	Sole	2020-11-09
2020-06-30	$5,090,071	84,203	+0.6%	Shares	Sole	2020-08-13
2020-03-31	$3,837,012	83,741	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.