Roundview Capital LLC

Position in AMAT — Applied Materials Inc /De

CIK 1476804 PRINCETON, NJ

Position in AMAT

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

Position Value

$8,495,973

+$4,889,405 QoQ

Shares Held

11,751

+11.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.79%

of 13F equity value

Holder Rank

#987

of 3,488 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Roundview Capital LLC holds $28,230,258 across 3 Semiconductor Equipment & Materials names. AMAT ranks #2 (30.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ASML	Asml Holding NV	7,150	$14,224,495
2	AMAT	Applied Materials Inc /De This page	11,751	$8,495,973
3	LRCX	Lam Research Corp	12,715	$5,509,790

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,495,973	11,751	+11.4%	Shares	Sole	2026-07-30
2026-03-31	$3,606,568	10,552	-0.5%	Shares	Sole	2026-05-08
2025-12-31	$2,724,864	10,603	+0.2%	Shares	Sole	2026-02-09
2025-09-30	$2,166,353	10,581	+7.4%	Shares	Sole	2025-11-12
2025-06-30	$1,803,788	9,853	-19.6%	Shares	Sole	2025-07-23
2025-03-31	$1,777,865	12,251	+1.3%	Shares	Sole	2025-05-06
2024-12-31	$1,967,172	12,096	+3.6%	Shares	Sole	2025-02-12
2024-09-30	$2,358,933	11,675	+0.8%	Shares	Sole	2024-11-14
2024-06-30	$2,733,472	11,583	+3.9%	Shares	Sole	2024-08-09
2024-03-31	$2,299,052	11,148	+5.2%	Shares	Sole	2024-05-06
2023-12-31	$1,717,455	10,597	+1.4%	Shares	Sole	2024-02-12
2023-09-30	$1,447,356	10,454	+0.0%	Shares	Sole	2023-11-13
2023-06-30	$1,510,298	10,449	+44.3%	Shares	Sole	2023-08-09
2023-03-31	$889,289	7,240	—	Shares	Sole	2023-05-09
No filing history on record for this holder in this stock.