VAQUERO PRIVATE WEALTH, LTD

Position in AMAT — Applied Materials Inc /De

CIK 2052555 DALLAS, TX

Position in AMAT

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$350,655

New position

Shares Held

485

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#2,873

of 3,488 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

VAQUERO PRIVATE WEALTH, LTD holds $2,044,163 across 4 Semiconductor Equipment & Materials names. AMAT ranks #3 (17.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KLAC	Kla Corp	3,075	$927,758
2	ASML	Asml Holding NV	276	$549,085
3	AMAT	Applied Materials Inc /De This page	485	$350,655
4	LRCX	Lam Research Corp	500	$216,665

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$350,655	485	—	Shares	Sole	2026-07-17
No filing history on record for this holder in this stock.