Parcion Private Wealth LLC

Position in AMAT — Applied Materials Inc /De

CIK 1801263 BELLEVUE, WA

Position in AMAT

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$2,769,813

+$1,496,646 QoQ

Shares Held

3,831

+2.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#1,509

of 3,488 holders

Holding Since

Sep 2024

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Parcion Private Wealth LLC holds $38,940,642 across 6 Semiconductor Equipment & Materials names. AMAT ranks #2 (7.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KLAC	Kla Corp	103,076	$31,099,059
2	AMAT	Applied Materials Inc /De This page	3,831	$2,769,813
3	Q	Qnity Electronics, Inc.	15,479	$2,527,875
4	LRCX	Lam Research Corp	2,790	$1,208,990
5	TER	Teradyne, Inc	2,171	$1,050,416
6	ASML	Asml Holding NV	143	$284,489

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,769,813	3,831	+2.8%	Shares	Sole	2026-07-27
2026-03-31	$1,273,167	3,725	+4.3%	Shares	Sole	2026-04-22
2025-12-31	$917,968	3,572	+2.7%	Shares	Sole	2026-01-26
2025-09-30	$712,289	3,479	-0.2%	Shares	Other	2025-10-14
2025-06-30	$637,997	3,485	+192.1%	Shares	Other	2025-07-30
2024-09-30	$241,045	1,193	—	Shares	Other	2024-10-23
No filing history on record for this holder in this stock.