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NOVEM GROUP

Position in AMAT — Applied Materials Inc /De

CIK 1926783 Rochester, NY

Position in AMAT

as of Jun 30, 2026 · filed Jul 21, 2026
Position Value
$3,574,512
+$1,482,419 QoQ
Shares Held
4,944
-19.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.15%
of 13F equity value
Holder Rank
#1,367
of 3,488 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in AMAT Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Jun 30, 2026

NOVEM GROUP holds $11,857,092 across 5 Semiconductor Equipment & Materials names. AMAT ranks #1 (30.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 AMAT
Applied Materials Inc /De
This page
4,944 $3,574,512

All Filings in AMAT

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5 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,574,512 4,944
2026-03-31 $2,092,093 6,121
2025-12-31 $1,493,624 5,812
2025-09-30 $292,572 1,429
2025-06-30 $247,510 1,352