Turtle Creek Wealth Advisors, LLC
Position in AMAT — Applied Materials Inc /De
CIK 2007171
DALLAS, TX
Position in AMAT
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$31,526,415
+$15,686,842 QoQ
Shares Held
43,605
-5.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
2.11%
of 13F equity value
Holder Rank
#564
of 3,486 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AMAT Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Turtle Creek Wealth Advisors, LLC holds $108,726,482 across 5 Semiconductor Equipment & Materials names. AMAT ranks #3 (29.0% of the industry book) .
All Filings in AMAT
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,526,415 | 43,605 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $15,839,573 | 46,343 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $11,255,648 | 43,798 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $8,578,401 | 41,899 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $6,782,926 | 37,051 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $4,580,277 | 31,562 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $4,077,459 | 25,072 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $5,464,038 | 27,043 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $6,337,747 | 26,856 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $4,940,445 | 23,956 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $3,256,310 | 20,092 | Shares | Sole | 2024-01-26 | |
| No filing history on record for this holder in this stock. | ||||||