ST GERMAIN D J CO INC

Position in AMAT — Applied Materials Inc /De

CIK 831571 SPRINGFIELD, MA

Position in AMAT

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$9,670,848

+$3,901,092 QoQ

Shares Held

13,376

-20.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.61%

of 13F equity value

Holder Rank

#932

of 3,488 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

ST GERMAIN D J CO INC holds $68,966,181 across 5 Semiconductor Equipment & Materials names. AMAT ranks #2 (14.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ASML	Asml Holding NV	29,563	$58,813,811
2	AMAT	Applied Materials Inc /De This page	13,376	$9,670,848
3	Q	Qnity Electronics, Inc.	1,556	$254,110
4	LRCX	Lam Research Corp	302	$130,865
5	KLAC	Kla Corp	320	$96,547

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,670,848	13,376	-20.8%	Shares	Sole	2026-07-21
2026-03-31	$5,769,756	16,881	0.0%	Shares	Sole	2026-04-13
2025-12-31	$4,338,248	16,881	-0.2%	Shares	Sole	2026-01-29
2025-09-30	$3,463,791	16,918	0.0%	Shares	Sole	2025-10-07
2025-06-30	$3,097,178	16,918	0.0%	Shares	Sole	2025-07-16
2025-03-31	$2,455,140	16,918	0.0%	Shares	Sole	2025-04-09
2024-12-31	$2,751,374	16,918	-0.7%	Shares	Sole	2025-01-10
2024-09-30	$3,443,538	17,043	-8.6%	Shares	Sole	2024-10-18
2024-06-30	$4,399,561	18,643	-9.2%	Shares	Sole	2024-07-08
2024-03-31	$4,232,870	20,525	-0.3%	Shares	Sole	2024-04-02
2023-12-31	$3,336,210	20,585	-0.9%	Shares	Sole	2024-01-02
2023-09-30	$2,877,129	20,781	-4.7%	Shares	Sole	2023-10-23
2023-06-30	$3,152,561	21,811	-2.4%	Shares	Sole	2023-09-07
2022-12-31	$2,177,124	22,357	+1.0%	Shares	Sole	2023-02-27
2022-09-30	$1,814,094	22,142	0.0%	Shares	Sole	2022-11-21
2022-06-30	$2,014,479	22,142	0.0%	Shares	Sole	2022-08-15
2022-03-31	$2,918,315	22,142	-0.2%	Shares	Sole	2022-05-12
2021-12-31	$3,491,661	22,189	0.0%	Shares	Sole	2022-02-11
2021-09-30	$2,856,389	22,189	-0.5%	Shares	Sole	2021-11-03
2021-06-30	$3,175,092	22,297	0.0%	Shares	Sole	2021-07-28
2021-03-31	$2,978,879	22,297	-0.1%	Shares	Sole	2021-05-13
2020-12-31	$1,925,525	22,312	-0.1%	Shares	Sole	2021-02-04
2020-09-30	$1,327,161	22,324	-1.6%	Shares	Sole	2020-11-10
2020-06-30	$1,372,094	22,698	-2.7%	Shares	Sole	2020-08-13
2020-03-31	$1,068,430	23,318	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.