TITLEIST ASSET MANAGEMENT, LLC

Position in AMAT — Applied Materials Inc /De

CIK 1977759 SAN ANTONIO, TX

Position in AMAT

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$780,840

+$541,587 QoQ

Shares Held

1,080

+54.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#2,307

of 3,488 holders

Holding Since

Dec 2024

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

TITLEIST ASSET MANAGEMENT, LLC holds $2,999,760 across 4 Semiconductor Equipment & Materials names. AMAT ranks #2 (26.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ASML	Asml Holding NV	596	$1,185,706
2	AMAT	Applied Materials Inc /De This page	1,080	$780,840
3	KLAC	Kla Corp	1,882	$567,818
4	LRCX	Lam Research Corp	1,074	$465,396

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$780,840	1,080	+54.3%	Shares	Sole	2026-07-20
2026-03-31	$239,253	700	-59.6%	Shares	Sole	2026-04-30
2024-12-31	$281,837	1,733	—	Shares	Sole	2025-02-13
No filing history on record for this holder in this stock.