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Equibles

Hodges Capital Management Inc.

Position in AMAT — Applied Materials Inc /De

CIK 1337263 DALLAS, TX
Back to AMAT Full portfolio

Position in AMAT

as of Jun 30, 2026 · filed Aug 3, 2026
Position Value
$32,243,631
+$17,311,852 QoQ
Shares Held
44,597
+2.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
2.15%
of 13F equity value
Holder Rank
#557
of 3,502 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 52% Shared 0% None 48%

Common Shares in AMAT Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Jun 30, 2026

Hodges Capital Management Inc. holds $44,370,474 across 3 Semiconductor Equipment & Materials names. AMAT ranks #1 (72.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 AMAT
Applied Materials Inc /De
This page 		44,597 $32,243,631
2 IPGP
Ipg Photonics Corp
 99,508 $11,674,278
3 KLAC
Kla Corp
 1,500 $452,565

All Filings in AMAT

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $32,243,631 44,597
2026-03-31 $14,931,779 43,687
2025-12-31 $404,759 1,575
2025-09-30 $327,584 1,600
2025-06-30 $292,912 1,600
2025-03-31 $235,820 1,625
2024-12-31 $264,273 1,625
2024-09-30 $358,638 1,775
2024-06-30 $418,882 1,775
2024-03-31 $371,214 1,800
2023-12-31 $291,726 1,800
2023-09-30 $249,210 1,800
2023-06-30 $275 0
2023-03-31 $252 2,302
2022-12-31 $223,974 2,300
2022-09-30 $438,325 5,350
2022-06-30 $750,585 8,250
2022-03-31 $1,087,350 8,250
2021-12-31 $1,303,727 8,285
2021-09-30 $1,278,932 9,935
2021-06-30 $1,040,944 7,310
2021-03-31 $1,052,100 7,875
2020-12-31 $692,557 8,025
2020-09-30 $528,926 8,897
2020-06-30 $769,044 12,722
2020-03-31 $852,114 18,597