CORDA Investment Management, LLC.
Position in AMAT — Applied Materials Inc /De
CIK 1545812
HOUSTON, TX
Position in AMAT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$77,374,014
+$40,316,801 QoQ
Shares Held
107,018
-1.3% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
4.86%
of 13F equity value
Holder Rank
#374
of 3,497 holders
Holding Since
Jun 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AMAT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026CORDA Investment Management, LLC. holds $119,714,628 across 3 Semiconductor Equipment & Materials names. AMAT ranks #1 (64.6% of the industry book) .
All Filings in AMAT
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $77,374,014 | 107,018 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $37,057,213 | 108,421 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $28,429,261 | 110,624 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $23,180,662 | 113,220 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $19,923,141 | 108,828 | Shares | Sole | 2025-07-30 | |
| 2024-06-30 | $1,031,040 | 4,369 | Shares | Sole | 2024-07-30 | |
| No filing history on record for this holder in this stock. | ||||||