Western Financial Corp/CA

Position in AMAT — Applied Materials Inc /De

CIK 1954480 SAN DIEGO, CA

Position in AMAT

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$8,609,484

+$4,611,225 QoQ

Shares Held

11,908

+1.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

2.73%

of 13F equity value

Holder Rank

#983

of 3,488 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Technology · as of Jun 30, 2026

Western Financial Corp/CA holds $27,236,081 across 5 Semiconductor Equipment & Materials names. AMAT ranks #2 (31.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp	20,810	$9,017,597
2	AMAT	Applied Materials Inc /De This page	11,908	$8,609,484
3	ASML	Asml Holding NV	1,937	$3,853,545
4	KLAC	Kla Corp	12,275	$3,703,490
5	TER	Teradyne, Inc	4,241	$2,051,965

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,609,484	11,908	+1.8%	Shares	Sole	2026-07-22
2026-03-31	$3,998,259	11,698	—	Shares	Sole	2026-04-23
No filing history on record for this holder in this stock.