Telos Capital Management, Inc.

Position in AMAT — Applied Materials Inc /De

CIK 1567889 SAN DIEGO, CA

Position in AMAT

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$1,261,635

+$622,830 QoQ

Shares Held

1,745

-6.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#1,986

of 3,488 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Telos Capital Management, Inc. holds $22,161,292 across 4 Semiconductor Equipment & Materials names. AMAT ranks #4 (5.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ASML	Asml Holding NV	8,511	$16,932,122
2	LRCX	Lam Research Corp	4,954	$2,146,716
3	KLAC	Kla Corp	6,035	$1,820,819
4	AMAT	Applied Materials Inc /De This page	1,745	$1,261,635

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,261,635	1,745	-6.6%	Shares	Sole	2026-07-22
2026-03-31	$638,805	1,869	-7.9%	Shares	Sole	2026-04-17
2025-12-31	$521,432	2,029	-11.6%	Shares	Sole	2026-01-22
2025-09-30	$469,673	2,294	-0.5%	Shares	Sole	2025-11-04
2025-06-30	$422,159	2,306	-2.1%	Shares	Sole	2025-08-05
2025-03-31	$341,757	2,355	-5.3%	Shares	Sole	2025-04-30
2024-12-31	$404,623	2,488	-9.5%	Shares	Sole	2025-01-27
2024-09-30	$555,233	2,748	+15.1%	Shares	Sole	2024-10-21
2024-06-30	$563,308	2,387	-0.9%	Shares	Sole	2024-08-01
2024-03-31	$496,601	2,408	-0.7%	Shares	Sole	2024-04-25
2023-12-31	$392,857	2,424	+1.9%	Shares	Sole	2024-01-31
2023-09-30	$329,372	2,379	+10.2%	Shares	Sole	2023-11-01
2023-06-30	$312,061	2,159	-2.9%	Shares	Sole	2023-07-21
2023-03-31	$273,173	2,224	+1.1%	Shares	Sole	2023-04-27
2022-12-31	$214,138	2,199	—	Shares	Sole	2023-01-27
No filing history on record for this holder in this stock.