TSFG, LLC

Position in AMAT — Applied Materials Inc /De

CIK 1800513 LAKE FOREST, IL

Position in AMAT

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$130,140

+$68,618 QoQ

Shares Held

180

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#3,319

of 3,488 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

TSFG, LLC holds $300,769 across 4 Semiconductor Equipment & Materials names. AMAT ranks #1 (43.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De This page	180	$130,140
2	Q	Qnity Electronics, Inc.	718	$117,256
3	ASML	Asml Holding NV	22	$43,767
4	AEHR	Aehr Test Systems	100	$9,606

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$130,140	180	0.0%	Shares	Sole	2026-07-23
2026-03-31	$61,522	180	0.0%	Shares	Sole	2026-04-27
2025-12-31	$46,258	180	-7.7%	Shares	Sole	2026-02-04
2025-09-30	$39,924	195	+8.3%	Shares	Sole	2025-11-04
2025-06-30	$32,952	180	+0.6%	Shares	Sole	2025-08-05
2025-03-31	$25,976	179	0.0%	Shares	Sole	2025-04-24
2024-12-31	$29,110	179	-12.3%	Shares	Sole	2025-01-13
2024-09-30	$41,218	204	0.0%	Shares	Sole	2024-10-15
2024-06-30	$48,141	204	0.0%	Shares	Sole	2024-07-16
2024-03-31	$42,070	204	0.0%	Shares	Sole	2024-04-16
2023-12-31	$33,062	204	0.0%	Shares	Sole	2024-01-24
2023-09-30	$28,243	204	+0.5%	Shares	Sole	2023-10-10
2023-06-30	$29,341	203	+14.0%	Shares	Sole	2023-07-10
2023-03-31	$21,863	178	0.0%	Shares	Sole	2023-04-21
2022-12-31	$17,333	178	0.0%	Shares	Sole	2023-01-19
2022-09-30	$14,583	178	0.0%	Shares	Sole	2022-10-20
2022-06-30	$16,194	178	0.0%	Shares	Sole	2022-07-13
2022-03-31	$23,460	178	+0.6%	Shares	Sole	2022-04-25
2021-12-31	$27,852	177	0.0%	Shares	Sole	2022-02-10
2021-09-30	$22,785	177	+62.4%	Shares	Sole	2021-10-12
2021-06-30	$15,521	109	0.0%	Shares	Sole	2021-07-19
2021-03-31	$14,562	109	0.0%	Shares	Sole	2021-04-14
2020-12-31	$9,406	109	0.0%	Shares	Sole	2021-01-20
2020-09-30	$6,480	109	-67.3%	Shares	Sole	2020-10-06
2020-06-30	$20,129	333	+0.3%	Shares	Sole	2020-07-07
2020-03-31	$15,212	332	—	Shares	Sole	2020-04-08
No filing history on record for this holder in this stock.