SUMMITRY LLC

Position in AMAT — Applied Materials Inc /De

CIK 1280043 Foster City, CA

Position in AMAT

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$711,432

+$423,645 QoQ

Shares Held

984

+16.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#2,375

of 3,488 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

SUMMITRY LLC holds $4,540,151 across 5 Semiconductor Equipment & Materials names. AMAT ranks #4 (15.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ASML	Asml Holding NV	713	$1,418,470
2	ONTO	Onto Innovation Inc.	2,909	$1,100,911
3	LRCX	Lam Research Corp	1,863	$807,293
4	AMAT	Applied Materials Inc /De This page	984	$711,432
5	KLAC	Kla Corp	1,664	$502,045

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$711,432	984	+16.9%	Shares	Sole	2026-07-21
2026-03-31	$287,787	842	—	Shares	Sole	2026-05-22
No filing history on record for this holder in this stock.