Kozak & Associates, Inc.

Position in AMAT — Applied Materials Inc /De

CIK 1764970 HIGHLANDS RANCH, CO

Position in AMAT

as of Jun 30, 2026 · filed Jul 2, 2026 Compact

Position Value

$14,460

+$7,625 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#3,438

of 3,488 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Kozak & Associates, Inc. holds $464,895 across 5 Semiconductor Equipment & Materials names. AMAT ranks #4 (3.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp	930	$402,996
2	ASML	Asml Holding NV	13	$25,862
3	ACLS	Axcelis Technologies Inc	107	$20,271
4	AMAT	Applied Materials Inc /De This page	20	$14,460
5	Q	Qnity Electronics, Inc.	8	$1,306

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,460	20	0.0%	Shares	Sole	2026-07-02
2026-03-31	$6,835	20	0.0%	Shares	Sole	2026-04-14
2025-12-31	$5,139	20	0.0%	Shares	Sole	2026-01-12
2025-09-30	$4,094	20	0.0%	Shares	Sole	2025-11-18
2025-06-30	$3,661	20	0.0%	Shares	Sole	2025-07-10
2025-03-31	$2,902	20	0.0%	Shares	Sole	2025-04-15
2024-12-31	$3,252	20	0.0%	Shares	Sole	2025-01-06
2024-09-30	$4,041	20	0.0%	Shares	Sole	2024-10-17
2024-06-30	$4,719	20	0.0%	Shares	Sole	2024-07-05
2024-03-31	$4,124	20	0.0%	Shares	Sole	2024-05-17
2023-12-31	$3,241	20	0.0%	Shares	Sole	2024-01-17
2023-09-30	$2,769	20	0.0%	Shares	Sole	2023-10-17
2023-06-30	$2,890	20	0.0%	Shares	Sole	2023-07-05
2023-03-31	$2,456	20	-72.2%	Shares	Sole	2023-04-03
2022-12-31	$7,011	72	0.0%	Shares	Sole	2023-01-03
2022-09-30	$5,898	72	0.0%	Shares	Sole	2022-10-12
2022-06-30	$6,550	72	+38.5%	Shares	Sole	2022-10-12
2022-03-31	$6,853	52	0.0%	Shares	Sole	2022-05-26
2021-12-31	$8,182	52	—	Shares	Sole	2022-03-11
No filing history on record for this holder in this stock.