Cohen Capital Management, Inc.

Position in AMAT — Applied Materials Inc /De

CIK 1508120 CORTE MADERA, CA

Position in AMAT

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$80,701,983

+$42,427,998 QoQ

Shares Held

111,621

-0.3% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

11.24%

of 13F equity value

Holder Rank

#359

of 3,488 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Cohen Capital Management, Inc. holds $87,138,931 across 3 Semiconductor Equipment & Materials names. AMAT ranks #1 (92.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De This page	111,621	$80,701,983
2	KLAC	Kla Corp	17,550	$5,295,010
3	ASML	Asml Holding NV	574	$1,141,938

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$80,701,983	111,621	-0.3%	Shares	Sole	2026-07-08
2026-03-31	$38,273,985	111,981	-22.4%	Shares	Sole	2026-04-14
2025-12-31	$37,107,557	144,393	-0.6%	Shares	Sole	2026-01-20
2025-09-30	$29,747,288	145,293	-0.9%	Shares	Sole	2025-10-22
2025-06-30	$26,835,865	146,588	-0.3%	Shares	Sole	2025-07-23
2025-03-31	$21,345,410	147,088	-4.7%	Shares	Sole	2025-05-02
2024-12-31	$25,107,632	154,385	-0.4%	Shares	Sole	2025-02-04
2024-09-30	$31,312,698	154,975	+0.5%	Shares	Sole	2024-10-30
2024-06-30	$36,376,678	154,145	0.0%	Shares	Sole	2024-08-06
2024-03-31	$31,789,323	154,145	+0.5%	Shares	Sole	2024-05-06
2023-12-31	$24,858,782	153,383	-1.2%	Shares	Sole	2024-02-01
2023-09-30	$21,496,162	155,263	0.0%	Shares	Sole	2023-11-07
2023-06-30	$22,441,714	155,263	-0.1%	Shares	Sole	2023-08-07
2023-03-31	$19,083,237	155,363	-0.7%	Shares	Sole	2023-05-03
2022-12-31	$15,232,082	156,419	0.0%	Shares	Sole	2023-01-31
2022-09-30	$12,815,408	156,419	0.0%	Shares	Sole	2022-11-03
2022-06-30	$14,231,000	156,419	-0.2%	Shares	Sole	2022-08-04
2022-03-31	$20,658,200	156,739	0.0%	Shares	Sole	2022-05-06
2021-12-31	$24,664,449	156,739	-0.3%	Shares	Sole	2022-02-04
2021-09-30	$20,243,951	157,259	-0.0%	Shares	Sole	2021-11-09
2021-06-30	$22,395,532	157,272	+0.0%	Shares	Sole	2021-07-29
2021-03-31	$21,011,272	157,270	-0.2%	Shares	Sole	2021-05-03
2020-12-31	$13,604,936	157,647	-4.1%	Shares	Sole	2021-02-03
2020-09-30	$9,770,250	164,344	+0.0%	Shares	Sole	2020-11-02
2020-06-30	$9,934,292	164,339	+0.8%	Shares	Sole	2020-07-31
2020-03-31	$7,470,034	163,030	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.