Markowski Investments

Position in AMAT — Applied Materials Inc /De

CIK 2149795 TAMPA, FL

Position in AMAT

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

Position Value

$269,679

New position

Shares Held

373

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#3,064

of 3,487 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Markowski Investments holds $529,779 across 4 Semiconductor Equipment & Materials names. AMAT ranks #1 (50.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De This page	373	$269,679
2	KLAC	Kla Corp	700	$211,197
3	Q	Qnity Electronics, Inc.	202	$32,988
4	ASML	Asml Holding NV	8	$15,915

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$269,679	373	—	Shares	Sole	2026-08-13
No filing history on record for this holder in this stock.