Westerkirk Capital Inc.

Position in AMAT — Applied Materials Inc /De

CIK 2080423 VICTORIA, A1

Position in AMAT

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$25,020,138

+$13,328,870 QoQ

Shares Held

34,606

+1.2% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

3.51%

of 13F equity value

Holder Rank

#614

of 3,488 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Westerkirk Capital Inc. holds $84,334,101 across 5 Semiconductor Equipment & Materials names. AMAT ranks #3 (29.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp	69,320	$30,038,435
2	KLAC	Kla Corp	87,780	$26,484,103
3	AMAT	Applied Materials Inc /De This page	34,606	$25,020,138
4	TER	Teradyne, Inc	5,500	$2,661,120
5	NVMI	Nova Ltd.	240	$130,305

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$25,020,138	34,606	+1.2%	Shares	Sole	2026-08-10
2026-03-31	$11,691,268	34,206	-6.0%	Shares	Sole	2026-05-14
2025-12-31	$9,354,436	36,400	+52.3%	Shares	Sole	2026-02-11
2025-09-30	$4,893,286	23,900	+2.6%	Shares	Sole	2025-11-10
2025-06-30	$4,265,531	23,300	—	Shares	Sole	2025-08-13
No filing history on record for this holder in this stock.