Joseph Group Capital Management

Position in AMAT — Applied Materials Inc /De

CIK 1910383 COLUMBUS, OH

Position in AMAT

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$212,562

+$136,343 QoQ

Shares Held

294

+31.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#3,233

of 3,488 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Joseph Group Capital Management holds $8,376,722 across 5 Semiconductor Equipment & Materials names. AMAT ranks #2 (2.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp	18,363	$7,957,238
2	AMAT	Applied Materials Inc /De This page	294	$212,562
3	KLAC	Kla Corp	487	$146,932
4	TER	Teradyne, Inc	98	$47,416
5	Q	Qnity Electronics, Inc.	77	$12,574

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$212,562	294	+31.8%	Shares	Sole	2026-08-06
2026-03-31	$76,219	223	+85.8%	Shares	Sole	2026-05-08
2025-12-31	$30,838	120	—	Shares	Sole	2026-01-30
No filing history on record for this holder in this stock.