Davidson Capital Management Inc.

Position in AMAT — Applied Materials Inc /De

CIK 1808748 CORPUS CHRISTI, TX

Position in AMAT

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$3,077,811

+$1,542,491 QoQ

Shares Held

4,257

-5.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.94%

of 13F equity value

Holder Rank

#1,452

of 3,488 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Davidson Capital Management Inc. holds $17,451,759 across 3 Semiconductor Equipment & Materials names. AMAT ranks #2 (17.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KLAC	Kla Corp	38,698	$11,675,573
2	AMAT	Applied Materials Inc /De This page	4,257	$3,077,811
3	TER	Teradyne, Inc	5,577	$2,698,375

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,077,811	4,257	-5.2%	Shares	Sole	2026-07-28
2026-03-31	$1,535,320	4,492	-77.8%	Shares	Sole	2026-04-14
2025-12-31	$5,198,650	20,229	-1.0%	Shares	Sole	2026-01-28
2025-09-30	$4,181,814	20,425	-0.8%	Shares	Sole	2025-11-12
2025-06-30	$3,770,875	20,598	+10.5%	Shares	Sole	2025-08-07
2025-03-31	$2,705,762	18,645	+3.8%	Shares	Sole	2025-04-21
2024-12-31	$2,920,834	17,960	+39811.1%	Shares	Sole	2025-01-29
2024-09-30	$9,092	45	+18.4%	Shares	Sole	2024-10-25
2024-06-30	$8,967	38	-17.4%	Shares	Sole	2024-08-12
2024-03-31	$9,486	46	+12.2%	Shares	Sole	2024-05-06
2023-12-31	$6,644	41	+2.5%	Shares	Sole	2024-02-08
2023-09-30	$5,538	40	+14.3%	Shares	Sole	2023-10-31
2023-06-30	$5,058	35	0.0%	Shares	Sole	2023-08-02
2023-03-31	$4,299	35	+9.4%	Shares	Sole	2023-05-01
2022-12-31	$3,116	32	+3.2%	Shares	Sole	2023-02-07
2022-09-30	$2,539	31	+47.6%	Shares	Sole	2022-11-09
2022-06-30	$1,910	21	+200.0%	Shares	Sole	2022-08-17
2022-03-31	$922	7	—	Shares	Sole	2022-05-17
No filing history on record for this holder in this stock.