BCV Asset Management Inc.

Position in AMAT — Applied Materials Inc /De

CIK 2110721 WINNIPEG, A2

Position in AMAT

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

Position Value

$116,776,068

+$43,226,620 QoQ

Shares Held

161,516

-24.9% QoQ

Ownership

0.020%

of shares outstanding

% of Portfolio

3.51%

of 13F equity value

Holder Rank

#298

of 3,497 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

BCV Asset Management Inc. holds $210,424,561 across 4 Semiconductor Equipment & Materials names. AMAT ranks #1 (55.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De This page	161,516	$116,776,068
2	ASML	Asml Holding NV	39,695	$78,970,816
3	Q	Qnity Electronics, Inc.	87,207	$14,241,775
4	PLAB	Photronics Inc	13,400	$435,902

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$116,776,068	161,516	-24.9%	Shares	Sole	2026-08-10
2026-03-31	$73,549,448	215,189	-27.2%	Shares	Sole	2026-05-08
2025-12-31	$75,989,887	295,692	—	Shares	Sole	2026-02-17
No filing history on record for this holder in this stock.