NorthCoast Asset Management LLC

Position in AMAT — Applied Materials Inc /De

CIK 1665198 STAMFORD, CT

Position in AMAT

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$23,697,048

+$10,321,439 QoQ

Shares Held

32,776

-16.2% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.74%

of 13F equity value

Holder Rank

#626

of 3,488 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

NorthCoast Asset Management LLC holds $88,482,087 across 7 Semiconductor Equipment & Materials names. AMAT ranks #2 (26.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp	134,134	$58,124,286
2	AMAT	Applied Materials Inc /De This page	32,776	$23,697,048
3	KLAC	Kla Corp	9,592	$2,894,002
4	TER	Teradyne, Inc	5,390	$2,607,897
5	ASML	Asml Holding NV	293	$582,905
6	ENTG	Entegris Inc	2,019	$363,137
7	KLIC	Kulicke & Soffa Industries Inc	1,591	$212,812

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$23,697,048	32,776	-16.2%	Shares	Sole	2026-08-12
2026-03-31	$13,375,609	39,134	-41.9%	Shares	Sole	2026-05-13
2025-12-31	$17,302,108	67,326	-90.9%	Shares	Sole	2026-02-20
2025-09-30	$151,832,317	741,586	+2.7%	Shares	Sole	2025-11-10
2025-06-30	$132,130,040	721,746	+10.5%	Shares	Sole	2025-08-14
2025-03-31	$94,785,998	653,156	+23.9%	Shares	Sole	2025-05-19
2024-12-31	$85,708,937	527,018	+8.0%	Shares	Sole	2025-08-25
2024-09-30	$98,609,290	488,044	+245.2%	Shares	Sole	2024-11-15
2024-06-30	$33,362,850	141,374	+215.1%	Shares	Sole	2024-08-14
2024-03-31	$9,253,952	44,872	+29.0%	Shares	Sole	2024-05-14
2023-12-31	$5,636,470	34,778	+2.2%	Shares	Sole	2024-02-07
2023-09-30	$4,709,238	34,014	-2.1%	Shares	Sole	2023-11-09
2023-06-30	$5,020,163	34,732	-26.8%	Shares	Sole	2023-08-08
2023-03-31	$5,830,003	47,464	-9.1%	Shares	Sole	2023-05-11
2022-12-31	$5,086,060	52,229	-9.0%	Shares	Sole	2023-01-19
2022-09-30	$4,704,010	57,415	+2.4%	Shares	Sole	2022-11-09
2022-06-30	$5,102,522	56,084	+15.2%	Shares	Sole	2022-08-02
2022-03-31	$6,417,342	48,690	+20.8%	Shares	Sole	2022-04-22
2021-12-31	$6,343,653	40,313	+0.6%	Shares	Sole	2022-02-04
2021-09-30	$5,159,498	40,080	-2.3%	Shares	Sole	2021-10-28
2021-06-30	$5,841,960	41,025	+7.3%	Shares	Sole	2021-08-04
2021-03-31	$5,107,528	38,230	-5.2%	Shares	Sole	2021-05-06
2020-12-31	$3,479,011	40,313	-9.8%	Shares	Sole	2021-02-12
2020-09-30	$2,656,820	44,690	+88.4%	Shares	Sole	2020-11-10
2020-06-30	$1,434,176	23,725	—	Shares	Sole	2020-08-12
No filing history on record for this holder in this stock.