Elgethun Capital Management
Position in AMAT — Applied Materials Inc /De
CIK 1638022
SIOUX FALLS, SD
Position in AMAT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$708,540
+$395,119 QoQ
Shares Held
980
+6.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#2,379
of 3,488 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in AMAT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Elgethun Capital Management holds $1,050,723 across 2 Semiconductor Equipment & Materials names. AMAT ranks #1 (67.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
This page
|
980 | $708,540 | |
| 2 | ASML |
Asml Holding NV
|
172 | $342,183 |
All Filings in AMAT
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $708,540 | 980 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $313,421 | 917 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $235,916 | 918 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $187,951 | 918 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $167,875 | 917 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $133,075 | 917 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $189,626 | 1,166 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $205,484 | 1,017 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $240,001 | 1,017 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $209,735 | 1,017 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $164,825 | 1,017 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $140,803 | 1,017 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $146,852 | 1,016 | Shares | Sole | 2023-08-11 | |
| No filing history on record for this holder in this stock. | ||||||