Topsail Wealth Management, LLC

Position in AMAT — Applied Materials Inc /De

CIK 2056627 CHARLOTTE, NC

Position in AMAT

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$468,504

+$176,274 QoQ

Shares Held

648

-24.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#2,673

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

Topsail Wealth Management, LLC holds $3,369,507 across 5 Semiconductor Equipment & Materials names. AMAT ranks #4 (13.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	Q	Qnity Electronics, Inc.	7,496	$1,224,171
2	LRCX	Lam Research Corp	1,638	$709,794
3	ASML	Asml Holding NV	295	$586,884
4	AMAT	Applied Materials Inc /De This page	648	$468,504
5	KLAC	Kla Corp	1,260	$380,154

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$468,504	648	-24.2%	Shares	Sole	2026-08-13
2026-03-31	$292,230	855	-20.5%	Shares	Sole	2026-04-21
2025-12-31	$276,521	1,076	-5.1%	Shares	Sole	2026-02-04
2025-09-30	$232,175	1,134	-53.4%	Shares	Sole	2025-11-04
2025-06-30	$445,043	2,431	-4.1%	Shares	Sole	2025-07-31
2025-03-31	$367,734	2,534	+0.6%	Shares	Sole	2025-04-30
2024-12-31	$409,664	2,519	—	Shares	Sole	2025-02-14
No filing history on record for this holder in this stock.