Paragon Capital Management Ltd

Position in AMAT — Applied Materials Inc /De

CIK 1569765 DENVER, CO

Position in AMAT

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$578,400

+$296,424 QoQ

Shares Held

800

-3.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#2,514

of 3,488 holders

Holding Since

Sep 2020

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Paragon Capital Management Ltd holds $1,489,564 across 2 Semiconductor Equipment & Materials names. AMAT ranks #2 (38.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	KLAC	Kla Corp	3,020	$911,164
2	AMAT	Applied Materials Inc /De This page	800	$578,400

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$578,400	800	-3.0%	Shares	Sole	2026-07-29
2026-03-31	$281,976	825	-19.8%	Shares	Sole	2026-04-15
2025-12-31	$264,442	1,029	0.0%	Shares	Sole	2026-01-22
2025-09-30	$210,677	1,029	-4.6%	Shares	Sole	2025-10-15
2024-09-30	$218,011	1,079	0.0%	Shares	Sole	2024-10-10
2024-06-30	$254,633	1,079	0.0%	Shares	Sole	2024-07-12
2024-03-31	$222,522	1,079	-78.9%	Shares	Sole	2024-04-11
2023-03-31	$629,258	5,123	0.0%	Shares	Sole	2023-04-13
2022-12-31	$498,877	5,123	0.0%	Shares	Sole	2023-01-17
2022-09-30	$419,727	5,123	0.0%	Shares	Sole	2022-10-14
2022-06-30	$466,090	5,123	0.0%	Shares	Sole	2022-07-18
2022-03-31	$675,211	5,123	0.0%	Shares	Sole	2022-04-19
2021-12-31	$806,155	5,123	0.0%	Shares	Sole	2022-01-27
2021-09-30	$659,483	5,123	0.0%	Shares	Sole	2021-10-19
2021-06-30	$729,515	5,123	0.0%	Shares	Sole	2021-07-29
2021-03-31	$684,432	5,123	0.0%	Shares	Sole	2021-04-21
2020-12-31	$442,114	5,123	0.0%	Shares	Sole	2021-01-26
2020-09-30	$304,562	5,123	—	Shares	Sole	2020-10-22
No filing history on record for this holder in this stock.