Carmel Capital Management L.L.C.

Position in AMAT — Applied Materials Inc /De

CIK 1878547 CARMEL, CA

Position in AMAT

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$57,303,534

+$26,936,177 QoQ

Shares Held

79,258

-10.8% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

13.23%

of 13F equity value

Holder Rank

#431

of 3,488 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Carmel Capital Management L.L.C. holds $131,573,699 across 4 Semiconductor Equipment & Materials names. AMAT ranks #1 (43.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De This page	79,258	$57,303,534
2	ASML	Asml Holding NV	13,931	$27,714,887
3	KLAC	Kla Corp	87,020	$26,254,804
4	TER	Teradyne, Inc	41,957	$20,300,474

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$57,303,534	79,258	-10.8%	Shares	Sole	2026-07-23
2026-03-31	$30,367,357	88,848	-2.8%	Shares	Sole	2026-04-24
2025-12-31	$23,488,372	91,398	-0.5%	Shares	Sole	2026-01-28
2025-09-30	$18,801,888	91,833	+5.5%	Shares	Sole	2025-11-12
2025-06-30	$15,942,650	87,085	0.0%	Shares	Sole	2025-08-05
2025-03-31	$12,637,775	87,085	+0.8%	Shares	Sole	2025-04-29
2024-12-31	$14,047,166	86,375	-0.7%	Shares	Sole	2025-01-21
2024-09-30	$17,583,401	87,025	-1.4%	Shares	Sole	2024-10-17
2024-06-30	$20,826,117	88,250	-0.6%	Shares	Sole	2024-08-12
2024-03-31	$18,307,037	88,770	+0.1%	Shares	Sole	2024-04-22
2023-12-31	$14,366,695	88,645	-1.4%	Shares	Sole	2024-01-22
2023-09-30	$12,452,885	89,945	-1.0%	Shares	Sole	2023-10-12
2023-06-30	$13,136,517	90,885	+0.7%	Shares	Sole	2023-07-24
2023-03-31	$11,083,565	90,235	+2.6%	Shares	Sole	2023-04-13
2022-12-31	$8,563,597	87,940	-1.6%	Shares	Sole	2023-01-12
2022-09-30	$7,320,855	89,355	+3.2%	Shares	Sole	2022-10-27
2022-06-30	$7,879,322	86,605	+3.1%	Shares	Sole	2022-07-08
2022-03-31	$11,068,564	83,980	+3.4%	Shares	Sole	2022-04-19
2021-12-31	$12,777,632	81,200	—	Shares	Sole	2022-02-17
No filing history on record for this holder in this stock.