Tradewinds Capital Management, LLC

Position in AMAT — Applied Materials Inc /De

CIK 1616026 BELLINGHAM, WA

Position in AMAT

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$338,364

+$163,026 QoQ

Shares Held

468

-8.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#2,889

of 3,488 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Tradewinds Capital Management, LLC holds $702,641 across 6 Semiconductor Equipment & Materials names. AMAT ranks #1 (48.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De This page	468	$338,364
2	LRCX	Lam Research Corp	500	$216,665
3	ASML	Asml Holding NV	54	$107,429
4	Q	Qnity Electronics, Inc.	146	$23,843
5	TER	Teradyne, Inc	32	$15,482
6	AMBA	Ambarella Inc	10	$858

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$338,364	468	-8.8%	Shares	Sole	2026-07-24
2026-03-31	$175,338	513	0.0%	Shares	Sole	2026-04-15
2025-12-31	$131,835	513	0.0%	Shares	Sole	2026-01-14
2025-09-30	$105,031	513	+2.4%	Shares	Sole	2025-10-21
2025-06-30	$91,718	501	0.0%	Shares	Sole	2025-07-29
2025-03-31	$72,705	501	-13.2%	Shares	Sole	2025-04-25
2024-12-31	$93,837	577	+16.1%	Shares	Sole	2025-02-04
2024-09-30	$100,418	497	+16.4%	Shares	Sole	2024-10-16
2024-06-30	$100,767	427	+1.7%	Shares	Sole	2024-07-18
2024-03-31	$86,616	420	+5.0%	Shares	Sole	2024-04-19
2023-12-31	$64,828	400	0.0%	Shares	Sole	2024-02-01
2023-09-30	$55,380	400	0.0%	Shares	Sole	2023-10-30
2023-06-30	$57,816	400	0.0%	Shares	Sole	2023-07-20
2023-03-31	$49,132	400	+7900.0%	Shares	Sole	2023-04-10
2022-12-31	$486	5	0.0%	Shares	Sole	2023-01-23
2022-09-30	$409	5	-100.0%	Shares	Sole	2022-10-18
2022-03-31	$1,360,307	10,321	-1.4%	Shares	Sole	2022-04-25
2021-12-31	$1,646,457	10,463	-10.7%	Shares	Sole	2022-02-02
2021-09-30	$1,507,814	11,713	+0.7%	Shares	Sole	2021-11-04
2021-06-30	$1,656,824	11,635	0.0%	Shares	Sole	2021-07-30
2021-03-31	$1,554,436	11,635	+7.4%	Shares	Sole	2021-04-23
2020-12-31	$935,060	10,835	0.0%	Shares	Sole	2021-02-10
2020-09-30	$644,140	10,835	-0.8%	Shares	Sole	2020-10-26
2020-06-30	$659,932	10,917	0.0%	Shares	Sole	2020-08-11
2020-03-31	$500,216	10,917	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.