AVITY INVESTMENT MANAGEMENT INC.

Position in AMAT — Applied Materials Inc /De

CIK 926834 GREENWICH, CT

Position in AMAT

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$94,761,441

+$37,440,182 QoQ

Shares Held

131,067

-21.8% QoQ

Ownership

0.017%

of shares outstanding

% of Portfolio

6.60%

of 13F equity value

Holder Rank

#326

of 3,488 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Technology · as of Jun 30, 2026

AVITY INVESTMENT MANAGEMENT INC. holds $95,398,061 across 2 Semiconductor Equipment & Materials names. AMAT ranks #1 (99.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	AMAT	Applied Materials Inc /De This page	131,067	$94,761,441
2	ASML	Asml Holding NV	320	$636,620

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$94,761,441	131,067	-21.8%	Shares	Sole	2026-07-09
2026-03-31	$57,321,259	167,709	-12.3%	Shares	Sole	2026-04-08
2025-12-31	$49,137,515	191,204	-14.3%	Shares	Sole	2026-01-13
2025-09-30	$45,700,220	223,211	+1.1%	Shares	Sole	2025-11-19
2025-06-30	$40,428,263	220,835	+4.1%	Shares	Sole	2025-07-08
2025-03-31	$30,787,933	212,155	+2.6%	Shares	Sole	2025-04-11
2024-12-31	$33,640,503	206,853	+6.2%	Shares	Sole	2025-01-14
2024-09-30	$39,366,209	194,834	-6.1%	Shares	Sole	2024-10-10
2024-06-30	$48,953,293	207,438	-8.3%	Shares	Sole	2024-07-11
2024-03-31	$46,637,883	226,145	-8.2%	Shares	Sole	2024-04-16
2023-12-31	$39,921,892	246,325	+3.5%	Shares	Sole	2024-01-11
2023-09-30	$32,946,946	237,970	+3.3%	Shares	Sole	2023-10-18
2023-06-30	$33,308,809	230,447	+2.5%	Shares	Sole	2023-07-17
2023-03-31	$27,622,256	224,882	+62.0%	Shares	Sole	2023-04-18
2022-12-31	$13,515,564	138,792	—	Shares	Sole	2023-01-12
No filing history on record for this holder in this stock.