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MARATHON CAPITAL MANAGEMENT

Position in AMAT — Applied Materials Inc /De

CIK 1213206 Hunt Valley, MD

Position in AMAT

as of Jun 30, 2026 · filed Jul 22, 2026
Position Value
$378,129
+$147,188 QoQ
Shares Held
523
-70.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#2,816
of 3,488 holders
Holding Since
Sep 2021
2 quarters on record
Voting authority Sole 96% Shared 0% None 4%

Common Shares in AMAT Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Jun 30, 2026

MARATHON CAPITAL MANAGEMENT holds $737,782 across 3 Semiconductor Equipment & Materials names. AMAT ranks #1 (51.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 AMAT
Applied Materials Inc /De
This page
523 $378,129

All Filings in AMAT

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2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $378,129 523
2021-09-30 $230,941 1,794