DONALDSON CAPITAL MANAGEMENT, LLC

Position in AMAT — Applied Materials Inc /De

CIK 1487438 EVANSVILLE, IN

Position in AMAT

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$3,279,528

New position

Shares Held

4,536

first reported quarter

Ownership

0.001%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,416

of 3,488 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

DONALDSON CAPITAL MANAGEMENT, LLC holds $16,327,229 across 4 Semiconductor Equipment & Materials names. AMAT ranks #2 (20.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ASML	Asml Holding NV	6,207	$12,348,453
2	AMAT	Applied Materials Inc /De This page	4,536	$3,279,528
3	KLAC	Kla Corp	1,453	$438,384
4	LRCX	Lam Research Corp	602	$260,864

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,279,528	4,536	—	Shares	Sole	2026-08-05
No filing history on record for this holder in this stock.