YOUSIF CAPITAL MANAGEMENT, LLC
Position in AMAT — Applied Materials Inc /De
CIK 1858789
BLOOMFIELD HILLS, MI
Position in AMAT
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$57,130,014
+$27,670,109 QoQ
Shares Held
79,018
-8.3% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#51
of 1,016 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 25%
Shared 0%
None 75%
Common Shares in AMAT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026YOUSIF CAPITAL MANAGEMENT, LLC holds $194,459,971 across 20 Semiconductor Equipment & Materials names. AMAT ranks #1 (29.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
This page
|
79,018 | $57,130,014 | |
| 2 | LRCX |
Lam Research Corp
|
123,703 | $53,604,220 | |
| 3 | KLAC |
Kla Corp
|
132,526 | $39,984,419 | |
| 4 | ENTG |
Entegris Inc
|
42,261 | $7,601,063 | |
| 5 | TER |
Teradyne, Inc
|
14,805 | $7,163,251 | |
| 6 | ONTO |
Onto Innovation Inc.
|
13,768 | $5,210,499 | |
| 7 | Q |
Qnity Electronics, Inc.
|
24,764 | $4,044,208 | |
| 8 | FORM |
Formfactor Inc
|
21,008 | $3,359,809 |
All Filings in AMAT
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $57,130,014 | 79,018 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $29,459,905 | 86,193 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $23,211,593 | 90,321 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $19,540,795 | 95,442 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $18,690,531 | 102,095 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $14,971,885 | 103,169 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $17,087,371 | 105,069 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $22,857,108 | 113,126 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $27,175,900 | 115,157 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $24,346,688 | 118,056 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $19,942,227 | 123,047 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $16,766,433 | 121,101 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $18,181,831 | 125,791 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $15,386,177 | 125,264 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $12,987,375 | 133,368 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $11,775,962 | 143,732 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $13,531,091 | 148,726 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $19,975,080 | 151,556 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $24,302,206 | 154,437 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||