SFMG, LLC

Position in AMAT — Applied Materials Inc /De

CIK 1512026 PLANO, TX

Position in AMAT

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$35,769,702

+$18,517,169 QoQ

Shares Held

49,474

-2.0% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

4.36%

of 13F equity value

Holder Rank

#538

of 3,497 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

SFMG, LLC holds $41,549,725 across 4 Semiconductor Equipment & Materials names. AMAT ranks #1 (86.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De This page	49,474	$35,769,702
2	KLAC	Kla Corp	14,580	$4,398,931
3	ASML	Asml Holding NV	518	$1,030,529
4	LRCX	Lam Research Corp	809	$350,563

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$35,769,702	49,474	-2.0%	Shares	Sole	2026-08-13
2026-03-31	$17,252,533	50,477	-1.3%	Shares	Sole	2026-05-12
2025-12-31	$13,137,585	51,121	-2.3%	Shares	Sole	2026-02-10
2025-09-30	$10,707,902	52,300	+1.8%	Shares	Sole	2025-11-13
2025-06-30	$9,409,798	51,400	-0.9%	Shares	Sole	2025-08-12
2025-03-31	$7,527,809	51,873	-1.1%	Shares	Sole	2025-05-09
2024-12-31	$8,528,805	52,443	-4.6%	Shares	Sole	2025-02-11
2024-09-30	$11,106,082	54,967	+0.4%	Shares	Sole	2024-11-25
2024-06-30	$12,919,980	54,748	-1.2%	Shares	Sole	2024-08-14
2024-03-31	$11,425,348	55,401	-1.2%	Shares	Sole	2024-05-07
2023-12-31	$9,089,858	56,086	+0.8%	Shares	Sole	2024-01-30
2023-09-30	$7,701,973	55,630	+1.7%	Shares	Sole	2023-11-06
2023-06-30	$7,903,880	54,683	+0.3%	Shares	Sole	2023-08-14
2023-03-31	$6,693,620	54,495	+3.0%	Shares	Sole	2023-05-01
2022-12-31	$5,151,986	52,906	-4.3%	Shares	Sole	2023-01-25
2022-09-30	$4,530,810	55,301	+4.8%	Shares	Sole	2022-10-20
2022-06-30	$4,801,833	52,779	+22.5%	Shares	Sole	2022-08-08
2022-03-31	$5,678,734	43,086	+6.3%	Shares	Sole	2022-04-21
2021-12-31	$6,377,328	40,527	+5.1%	Shares	Sole	2022-01-31
2021-09-30	$4,965,888	38,576	+11.4%	Shares	Sole	2021-11-01
2021-06-30	$4,931,312	34,630	+0.4%	Shares	Sole	2021-08-06
2021-03-31	$4,606,795	34,482	+5.9%	Shares	Sole	2021-05-03
2020-12-31	$2,809,841	32,559	+37.4%	Shares	Sole	2021-02-02
2020-09-30	$1,408,727	23,696	+16.2%	Shares	Sole	2020-11-12
2020-06-30	$1,233,240	20,401	+364.0%	Shares	Sole	2020-08-03
2020-03-31	$201,470	4,397	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.