TICINO WEALTH

Position in AMAT — Applied Materials Inc /De

CIK 2105416 MISSION VIEJO, CA

Position in AMAT

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$2,132,850

+$1,090,391 QoQ

Shares Held

2,950

-3.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.14%

of 13F equity value

Holder Rank

#1,647

of 3,487 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

TICINO WEALTH holds $5,766,647 across 3 Semiconductor Equipment & Materials names. AMAT ranks #2 (37.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ONTO	Onto Innovation Inc.	8,992	$3,403,022
2	AMAT	Applied Materials Inc /De This page	2,950	$2,132,850
3	ASML	Asml Holding NV	116	$230,775

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,132,850	2,950	-3.3%	Shares	Sole	2026-07-20
2026-03-31	$1,042,459	3,050	-4.1%	Shares	Sole	2026-04-23
2025-12-31	$817,228	3,180	—	Shares	Sole	2026-01-27
No filing history on record for this holder in this stock.