Ironwood Investment Counsel, LLC
Position in AMAT — Applied Materials Inc /De
CIK 1330463
SCOTTSDALE, AZ
Position in AMAT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$453,321
New position
Shares Held
627
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#2,692
of 3,488 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Ironwood Investment Counsel, LLC holds $28,907,601 across 8 Semiconductor Equipment & Materials names. AMAT ranks #5 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KLAC |
Kla Corp
|
44,974 | $13,569,105 | |
| 2 | TER |
Teradyne, Inc
|
22,848 | $11,054,776 | |
| 3 | LRCX |
Lam Research Corp
|
5,567 | $2,412,348 | |
| 4 | ASML |
Asml Holding NV
|
295 | $586,884 | |
| 5 | AMAT |
Applied Materials Inc /De
This page
|
627 | $453,321 | |
| 6 | FORM |
Formfactor Inc
|
2,000 | $319,860 | |
| 7 | ICHR |
Ichor Holdings, Ltd.
|
2,689 | $301,920 | |
| 8 | COHU |
Cohu Inc
|
2,833 | $209,387 |
All Filings in AMAT
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $453,321 | 627 | Shares | Sole | 2026-08-06 | |
| No filing history on record for this holder in this stock. | ||||||