Alhambra Investment Management LLC

Position in AMAT — Applied Materials Inc /De

CIK 1802696 PALMETTO BAY, FL

Position in AMAT

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$825,666

+$238,471 QoQ

Shares Held

1,142

-33.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.69%

of 13F equity value

Holder Rank

#2,262

of 3,488 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 55% Shared 0% None 45%

Technology · as of Jun 30, 2026

Alhambra Investment Management LLC holds $3,685,637 across 5 Semiconductor Equipment & Materials names. AMAT ranks #3 (22.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp	2,837	$1,229,357
2	KLAC	Kla Corp	3,614	$1,090,379
3	AMAT	Applied Materials Inc /De This page	1,142	$825,666
4	ASML	Asml Holding NV	146	$290,458
5	ONTO	Onto Innovation Inc.	660	$249,777

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$825,666	1,142	-33.5%	Shares	Sole	2026-07-16
2026-03-31	$587,195	1,718	-18.9%	Shares	Sole	2026-04-15
2025-12-31	$544,561	2,119	-13.2%	Shares	Sole	2026-01-15
2025-09-30	$499,565	2,440	+30.1%	Shares	Sole	2025-10-15
2025-06-30	$343,256	1,875	-3.8%	Shares	Sole	2025-07-15
2025-03-31	$282,984	1,950	+5.0%	Shares	Sole	2025-04-15
2024-12-31	$302,166	1,858	—	Shares	Sole	2025-01-15
No filing history on record for this holder in this stock.