TANDEM CAPITAL MANAGEMENT CORP /ADV

Position in AMAT — Applied Materials Inc /De

CIK 873759 WOODCLIFF LAKE, NJ

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Position in AMAT

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$11,279,523

+$5,714,499 QoQ

Shares Held

15,601

-4.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

5.18%

of 13F equity value

Holder Rank

#872

of 3,488 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 8% Shared 0% None 92%

Common Shares in AMAT Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Jun 30, 2026

TANDEM CAPITAL MANAGEMENT CORP /ADV holds $15,259,422 across 3 Semiconductor Equipment & Materials names. AMAT ranks #1 (73.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De This page	15,601	$11,279,523
2	LRCX	Lam Research Corp	4,800	$2,079,984
3	ASML	Asml Holding NV	955	$1,899,915

All Filings in AMAT

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,279,523	15,601	-4.2%	Shares	Sole	2026-08-11
2026-03-31	$5,565,024	16,282	-5.6%	Shares	Sole	2026-04-16
2025-12-31	$4,430,764	17,241	-4.9%	Shares	Sole	2026-01-23
2025-09-30	$3,710,298	18,122	-1.1%	Shares	Sole	2025-11-12
2025-06-30	$3,354,208	18,322	-0.2%	Shares	Sole	2025-07-24
2025-03-31	$2,664,112	18,358	+0.1%	Shares	Sole	2025-04-22
2024-12-31	$2,982,308	18,338	-1.0%	Shares	Sole	2025-01-27
2024-09-30	$3,743,582	18,528	-4.8%	Shares	Sole	2024-10-25
2024-06-30	$4,595,197	19,472	-1.1%	Shares	Sole	2024-07-08
2024-03-31	$4,058,606	19,680	-1.3%	Shares	Sole	2024-05-16
2023-12-31	$3,230,703	19,934	-6.4%	Shares	Sole	2024-02-02
2023-09-30	$2,947,185	21,287	-0.1%	Shares	Sole	2023-10-30
2023-06-30	$3,080,291	21,311	-1.2%	Shares	Sole	2023-08-15
2023-03-31	$2,648,214	21,560	-1.1%	Shares	Sole	2023-05-04
2022-12-31	$2,122,786	21,799	-0.4%	Shares	Sole	2023-01-18
2022-09-30	$1,793,939	21,896	+0.4%	Shares	Sole	2022-10-24
2022-06-30	$1,984,728	21,815	+0.8%	Shares	Sole	2022-07-19
2022-03-31	$2,852,152	21,640	+0.9%	Shares	Sole	2022-04-26
2021-12-31	$3,374,270	21,443	+0.2%	Shares	Sole	2022-02-04
2021-09-30	$2,753,534	21,390	+1.1%	Shares	Sole	2021-10-28
2021-06-30	$3,013,611	21,163	+0.4%	Shares	Sole	2021-08-06
2021-03-31	$2,816,688	21,083	-37.6%	Shares	Sole	2021-05-12
2020-12-31	$2,917,371	33,805	-1.1%	Shares	Sole	2021-02-01
2020-09-30	$2,031,703	34,175	-0.6%	Shares	Sole	2020-11-03
2020-06-30	$2,077,968	34,375	-10.3%	Shares	Sole	2020-08-13
2020-03-31	$1,755,135	38,305	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.