Fulcrum Equity Management

Position in AMAT — Applied Materials Inc /De

CIK 1737888 PLANO, TX

Position in AMAT

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$868,323

+$457,150 QoQ

Shares Held

1,201

-0.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.61%

of 13F equity value

Holder Rank

#2,223

of 3,488 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Fulcrum Equity Management holds $3,416,723 across 5 Semiconductor Equipment & Materials names. AMAT ranks #2 (25.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ASML	Asml Holding NV	708	$1,408,523
2	AMAT	Applied Materials Inc /De This page	1,201	$868,323
3	LRCX	Lam Research Corp	1,681	$728,427
4	ENTG	Entegris Inc	1,157	$208,098
5	KLAC	Kla Corp	674	$203,352

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$868,323	1,201	-0.2%	Shares	Sole	2026-07-09
2026-03-31	$411,173	1,203	+19.8%	Shares	Sole	2026-04-02
2025-12-31	$258,017	1,004	—	Shares	Sole	2026-01-06
No filing history on record for this holder in this stock.