BROWN, LISLE/CUMMINGS, INC.

Position in AMAT — Applied Materials Inc /De

CIK 14745 PROVIDENCE, RI

Position in AMAT

as of Mar 31, 2026 · filed Apr 20, 2026 Compact

Position Value

$407,071

+$110,762 QoQ

Shares Held

1,191

+3.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Mar 31, 2026

BROWN, LISLE/CUMMINGS, INC. holds $2,361,579 across 8 Semiconductor Equipment & Materials names. AMAT ranks #2 (17.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ASML	Asml Holding NV	1,156	$1,526,879
2	AMAT	Applied Materials Inc /De This page	1,191	$407,071
3	LRCX	Lam Research Corp	1,552	$331,600
4	Q	Qnity Electronics, Inc.	469	$54,113
5	KLAC	Kla Corp	260	$38,282
6	TER	Teradyne, Inc	7	$2,075
7	PLAB	Photronics Inc	27	$1,091
8	ENTG	Entegris Inc	4	$468

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$407,071	1,191	+3.3%	Shares	Sole	2026-04-20
2025-12-31	$296,309	1,153	0.0%	Shares	Sole	2026-01-23
2025-09-30	$236,065	1,153	0.0%	Shares	Sole	2025-10-10
2025-06-30	$211,079	1,153	+607.4%	Shares	Sole	2025-07-16
2025-03-31	$23,654	163	+8.7%	Shares	Sole	2025-04-22
2024-12-31	$24,394	150	0.0%	Shares	Sole	2025-01-27
2024-09-30	$30,307	150	0.0%	Shares	Sole	2024-10-18
2024-06-30	$35,398	150	0.0%	Shares	Sole	2024-07-17
2024-03-31	$30,934	150	0.0%	Shares	Sole	2024-07-01
2023-12-31	$24,310	150	0.0%	Shares	Sole	2024-07-01
2023-09-30	$20,767	150	0.0%	Shares	Sole	2024-07-01
2023-06-30	$21,681	150	0.0%	Shares	Sole	2024-07-01
2023-03-31	$18,424	150	—	Shares	Sole	2024-07-01
No filing history on record for this holder in this stock.