David J Yvars Group

Position in AMAT — Applied Materials Inc /De

CIK 1836266 UNIVERSITY PARK, FL

Position in AMAT

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$462,720

+$240,557 QoQ

Shares Held

640

-1.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.46%

of 13F equity value

Holder Rank

#2,691

of 3,497 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

David J Yvars Group holds $1,662,816 across 3 Semiconductor Equipment & Materials names. AMAT ranks #2 (27.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp	2,090	$905,659
2	AMAT	Applied Materials Inc /De This page	640	$462,720
3	ASML	Asml Holding NV	148	$294,437

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$462,720	640	-1.5%	Shares	Sole	2026-07-07
2026-03-31	$222,163	650	—	Shares	Sole	2026-04-08
No filing history on record for this holder in this stock.