True North Advisors, LLC

Position in AMAT — Applied Materials Inc /De

CIK 1634556 Dallas, TX

Position in AMAT

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

Position Value

$5,022,681

+$2,405,254 QoQ

Shares Held

6,947

-9.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.79%

of 13F equity value

Holder Rank

#1,214

of 3,488 holders

Holding Since

Mar 2021

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

True North Advisors, LLC holds $20,421,011 across 5 Semiconductor Equipment & Materials names. AMAT ranks #2 (24.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp	14,675	$6,359,117
2	AMAT	Applied Materials Inc /De This page	6,947	$5,022,681
3	Q	Qnity Electronics, Inc.	20,576	$3,360,266
4	KLAC	Kla Corp	10,567	$3,188,169
5	ASML	Asml Holding NV	1,252	$2,490,778

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,022,681	6,947	-9.3%	Shares	Sole	2026-07-22
2026-03-31	$2,617,427	7,658	-3.3%	Shares	Sole	2026-05-07
2025-12-31	$2,035,360	7,920	+1.3%	Shares	Sole	2026-01-22
2025-09-30	$1,601,271	7,821	+12.6%	Shares	Sole	2025-10-14
2025-06-30	$1,271,970	6,948	+354.1%	Shares	Sole	2025-07-16
2025-03-31	$222,033	1,530	+15.3%	Shares	Sole	2025-05-12
2024-12-31	$215,810	1,327	+18.6%	Shares	Sole	2025-01-17
2024-09-30	$226,093	1,119	-15.8%	Shares	Sole	2024-10-08
2024-06-30	$313,630	1,329	+11.2%	Shares	Sole	2024-08-12
2024-03-31	$246,444	1,195	-23.2%	Shares	Sole	2024-04-12
2021-12-31	$245,009	1,557	+2.6%	Shares	Sole	2022-02-11
2021-06-30	$216,020	1,517	+1.0%	Shares	Sole	2022-06-07
2021-03-31	$200,667	1,502	—	Shares	Sole	2022-06-07
No filing history on record for this holder in this stock.