CARRET ASSET MANAGEMENT, LLC

Position in AMAT — Applied Materials Inc /De

CIK 791490 NEW YORK, NY

Position in AMAT

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$22,971,156

+$11,591,942 QoQ

Shares Held

31,772

-4.6% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

2.49%

of 13F equity value

Holder Rank

#640

of 3,488 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 38% Shared 0% None 62%

Technology · as of Jun 30, 2026

CARRET ASSET MANAGEMENT, LLC holds $52,218,402 across 4 Semiconductor Equipment & Materials names. AMAT ranks #2 (44.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp	65,068	$28,195,916
2	AMAT	Applied Materials Inc /De This page	31,772	$22,971,156
3	TER	Teradyne, Inc	1,250	$604,800
4	KLAC	Kla Corp	1,480	$446,530

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$22,971,156	31,772	-4.6%	Shares	Sole	2026-08-04
2026-03-31	$11,379,214	33,293	-3.1%	Shares	Sole	2026-05-15
2025-12-31	$8,829,662	34,358	-1.6%	Shares	Sole	2026-02-17
2025-09-30	$7,148,701	34,916	-0.1%	Shares	Sole	2025-11-13
2025-06-30	$6,401,225	34,966	-0.3%	Shares	Sole	2025-08-04
2025-03-31	$5,091,680	35,086	-0.3%	Shares	Sole	2025-04-22
2024-12-31	$5,721,323	35,180	+0.6%	Shares	Sole	2025-02-10
2024-09-30	$7,067,709	34,980	+1.4%	Shares	Sole	2024-10-24
2024-06-30	$8,142,126	34,502	-0.9%	Shares	Sole	2024-08-01
2024-03-31	$7,182,784	34,829	-2.0%	Shares	Sole	2024-04-19
2023-12-31	$5,758,185	35,529	-0.1%	Shares	Sole	2024-02-02
2023-09-30	$4,925,220	35,574	-1.4%	Shares	Sole	2023-10-12
2023-06-30	$5,217,460	36,097	-0.6%	Shares	Sole	2023-07-25
2023-03-31	$4,459,465	36,306	-1.1%	Shares	Sole	2023-05-11
2022-12-31	$3,574,430	36,706	-0.1%	Shares	Sole	2023-01-10
2022-09-30	$3,009,043	36,727	-0.6%	Shares	Sole	2022-11-14
2022-06-30	$3,360,073	36,932	-0.1%	Shares	Sole	2022-08-04
2022-03-31	$4,873,568	36,977	-3.0%	Shares	Sole	2022-04-13
2021-12-31	$5,995,730	38,102	-0.3%	Shares	Sole	2022-01-10
2021-09-30	$4,917,743	38,202	-1.2%	Shares	Sole	2021-10-27
2021-06-30	$5,506,750	38,671	-4.7%	Shares	Sole	2021-07-14
2021-03-31	$5,419,083	40,562	+1.3%	Shares	Sole	2021-07-14
2020-12-31	$3,454,934	40,034	+0.1%	Shares	Sole	2021-03-16
2020-09-30	$2,378,178	40,003	-2.6%	Shares	Sole	2020-11-16
2020-06-30	$2,483,165	41,078	-0.6%	Shares	Sole	2020-08-12
2020-03-31	$1,892,915	41,312	—	Shares	Sole	2020-05-18
No filing history on record for this holder in this stock.