GUYASUTA INVESTMENT ADVISORS INC

Position in AMAT — Applied Materials Inc /De

CIK 928568 PITTSBURGH, PA

Position in AMAT

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$78,917,619

+$40,068,059 QoQ

Shares Held

109,153

-4.0% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

4.57%

of 13F equity value

Holder Rank

#367

of 3,488 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

GUYASUTA INVESTMENT ADVISORS INC holds $139,672,354 across 5 Semiconductor Equipment & Materials names. AMAT ranks #1 (56.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De This page	109,153	$78,917,619
2	ASML	Asml Holding NV	26,829	$53,374,683
3	LRCX	Lam Research Corp	13,790	$5,975,620
4	KLAC	Kla Corp	3,240	$977,540
5	Q	Qnity Electronics, Inc.	2,614	$426,892

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$78,917,619	109,153	-4.0%	Shares	Sole	2026-07-20
2026-03-31	$38,849,560	113,665	-1.5%	Shares	Sole	2026-04-17
2025-12-31	$29,657,159	115,402	-0.5%	Shares	Sole	2026-01-23
2025-09-30	$23,755,163	116,026	+0.4%	Shares	Sole	2025-10-21
2025-06-30	$21,146,049	115,508	+1.0%	Shares	Sole	2025-07-17
2025-03-31	$16,600,567	114,392	-0.7%	Shares	Sole	2025-04-22
2024-12-31	$18,734,650	115,198	+1.4%	Shares	Sole	2025-01-30
2024-09-30	$22,960,153	113,636	+1.4%	Shares	Sole	2024-11-13
2024-06-30	$26,436,543	112,024	-1.8%	Shares	Sole	2024-07-22
2024-03-31	$23,520,737	114,051	-0.4%	Shares	Sole	2024-04-16
2023-12-31	$18,567,711	114,566	-1.7%	Shares	Sole	2024-02-05
2023-09-30	$16,135,378	116,543	+0.8%	Shares	Sole	2023-10-25
2023-06-30	$16,712,582	115,626	-0.5%	Shares	Sole	2023-07-17
2023-03-31	$14,276,162	116,227	+0.7%	Shares	Sole	2023-04-28
2022-12-31	$11,238,138	115,405	+1.1%	Shares	Sole	2023-01-30
2022-09-30	$9,354,521	114,177	+3367.3%	Shares	Sole	2022-10-25
2022-06-30	$299,597	3,293	+3.1%	Shares	Sole	2022-07-21
2022-03-31	$420,837	3,193	-13.5%	Shares	Sole	2022-05-03
2021-12-31	$581,130	3,693	+97.7%	Shares	Sole	2022-02-08
2021-09-30	$240,467	1,868	0.0%	Shares	Sole	2021-11-09
2021-06-30	$266,003	1,868	0.0%	Shares	Sole	2021-08-12
2021-03-31	$249,564	1,868	—	Shares	Sole	2021-05-11
No filing history on record for this holder in this stock.