Vann Equity Management LLC

Position in AMAT — Applied Materials Inc /De

CIK 2018412 PLANO, TX

Position in AMAT

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$517,668

+$266,795 QoQ

Shares Held

716

-2.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.35%

of 13F equity value

Holder Rank

#2,607

of 3,488 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Vann Equity Management LLC holds $3,024,178 across 4 Semiconductor Equipment & Materials names. AMAT ranks #3 (17.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp	2,842	$1,231,523
2	ASML	Asml Holding NV	386	$767,923
3	AMAT	Applied Materials Inc /De This page	716	$517,668
4	TER	Teradyne, Inc	1,048	$507,064

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$517,668	716	-2.5%	Shares	Sole	2026-08-05
2026-03-31	$250,873	734	—	Shares	Sole	2026-05-08
No filing history on record for this holder in this stock.