Callahan Advisors, LLC

Position in AMAT — Applied Materials Inc /De

CIK 1395055 Houston, TX

Position in AMAT

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$44,267,844

+$21,328,609 QoQ

Shares Held

61,228

-8.8% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

3.36%

of 13F equity value

Holder Rank

#483

of 3,488 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Technology · as of Jun 30, 2026

Callahan Advisors, LLC holds $73,755,873 across 3 Semiconductor Equipment & Materials names. AMAT ranks #1 (60.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De This page	61,228	$44,267,844
2	ASML	Asml Holding NV	14,188	$28,226,173
3	LRCX	Lam Research Corp	2,912	$1,261,856

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$44,267,844	61,228	-8.8%	Shares	Sole	2026-08-03
2026-03-31	$22,939,235	67,115	-9.2%	Shares	Sole	2026-05-12
2025-12-31	$19,005,695	73,955	-2.1%	Shares	Sole	2026-02-06
2025-09-30	$15,469,130	75,555	-1.5%	Shares	Sole	2025-10-31
2025-06-30	$14,048,791	76,740	+1.4%	Shares	Sole	2025-07-28
2025-03-31	$10,982,101	75,676	+0.5%	Shares	Sole	2025-05-01
2024-12-31	$12,243,924	75,287	+1.0%	Shares	Sole	2025-01-31
2024-09-30	$15,057,978	74,526	-1.5%	Shares	Sole	2024-10-30
2024-06-30	$17,847,923	75,630	-10.3%	Shares	Sole	2024-07-29
2024-03-31	$17,395,706	84,351	-15.0%	Shares	Sole	2024-04-24
2023-12-31	$16,076,857	99,197	-1.6%	Shares	Sole	2024-01-24
2023-09-30	$13,955,760	100,800	-5.0%	Shares	Sole	2023-10-23
2023-06-30	$15,328,756	106,052	-3.7%	Shares	Sole	2023-07-31
2023-03-31	$13,521,126	110,080	-7.0%	Shares	Sole	2023-04-28
2022-12-31	$11,529,597	118,398	+2.2%	Shares	Sole	2023-02-03
2022-09-30	$9,495,768	115,901	+6.6%	Shares	Sole	2022-11-14
2022-06-30	$9,889,435	108,699	+10.6%	Shares	Sole	2022-07-29
2022-03-31	$12,955,149	98,294	+3.3%	Shares	Sole	2022-04-27
2021-12-31	$14,972,174	95,146	-2.6%	Shares	Sole	2022-02-08
2021-09-30	$12,573,316	97,672	-3.3%	Shares	Sole	2021-11-03
2021-06-30	$14,385,817	101,024	-7.6%	Shares	Sole	2021-08-11
2021-03-31	$14,608,625	109,346	-17.6%	Shares	Sole	2021-04-21
2020-12-31	$11,455,375	132,739	+6.8%	Shares	Sole	2021-01-20
2020-09-30	$7,388,446	124,280	+8.4%	Shares	Sole	2020-10-26
2020-06-30	$6,931,922	114,672	+10.7%	Shares	Sole	2020-07-17
2020-03-31	$4,744,844	103,554	—	Shares	Sole	2020-04-06
No filing history on record for this holder in this stock.