PCG ASSET MANAGEMENT, LLC

Position in AMAT — Applied Materials Inc /De

CIK 2054906 Gladstone, NJ

Position in AMAT

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$1,448,169

+$705,460 QoQ

Shares Held

2,003

-7.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

2.05%

of 13F equity value

Holder Rank

#1,893

of 3,488 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

PCG ASSET MANAGEMENT, LLC holds $2,267,432 across 3 Semiconductor Equipment & Materials names. AMAT ranks #1 (63.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De This page	2,003	$1,448,169
2	ASML	Asml Holding NV	243	$483,433
3	LRCX	Lam Research Corp	775	$335,830

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,448,169	2,003	-7.8%	Shares	Sole	2026-07-27
2026-03-31	$742,709	2,173	-12.6%	Shares	Sole	2026-05-12
2025-12-31	$638,620	2,485	-5.7%	Shares	Sole	2026-02-12
2025-09-30	$539,489	2,635	-5.9%	Shares	Sole	2025-12-01
2025-06-30	$512,596	2,800	-5.2%	Shares	Sole	2025-08-07
2025-03-31	$428,829	2,955	-0.3%	Shares	Sole	2025-05-12
2024-12-31	$482,197	2,965	—	Shares	Sole	2025-02-05
No filing history on record for this holder in this stock.