KKM Financial LLC

Position in AMAT — Applied Materials Inc /De

CIK 2001943 CHICAGO, IL

Position in AMAT

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$22,238,757

+$9,498,193 QoQ

Shares Held

30,759

-17.5% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

3.17%

of 13F equity value

Holder Rank

#653

of 3,488 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

KKM Financial LLC holds $75,045,128 across 4 Semiconductor Equipment & Materials names. AMAT ranks #1 (29.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De This page	30,759	$22,238,757
2	KLAC	Kla Corp	59,145	$17,844,637
3	LRCX	Lam Research Corp	40,744	$17,655,597
4	ASML	Asml Holding NV	8,699	$17,306,137

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$22,238,757	30,759	-17.5%	Shares	Sole	2026-08-14
2026-03-31	$12,740,564	37,276	0.0%	Shares	Sole	2026-05-15
2025-12-31	$9,579,559	37,276	—	Shares	Sole	2026-02-18
No filing history on record for this holder in this stock.