California First Leasing Corp / AMAT
California First Leasing Corp’s Applied Matls Inc Position
Does California First Leasing Corp own Applied Matls Inc (AMAT)? Yes — 88.2K shares worth $30M (+9.66% of its 13F portfolio) as of Q1 2026, down from 92.8K shares the prior filed quarter.
Position Value
$30M
Q1 2026
Shares
88.2K
% of Portfolio
+9.66%
Quarters Held
18
currently held
Position History AMAT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 88.2K | $30M | +9.66% |
| Q4 2025 | 92.8K | $24M | +7.75% |
| Q3 2025 | 92.8K | $19M | +6.96% |
| Q2 2025 | 92.8K | $17M | +7.07% |
| Q1 2025 | 92.8K | $13M | +5.94% |
| Q4 2024 | 92.8K | $15M | +6.23% |
| Q3 2024 | 92.8K | $19M | +8.16% |
| Q2 2024 | 92.8K | $22M | +9.80% |
| Q1 2024 | 102.0K | $21M | +9.80% |
| Q4 2023 | 102.0K | $17M | +8.79% |
| Q3 2023 | 102.0K | $14M | +8.17% |
| Q2 2023 | 102.0K | $15M | +9.01% |
| Q1 2023 | 102.0K | $13M | +8.38% |
| Q4 2022 | 102.0K | $10M | +6.90% |
| Q3 2022 | 102.0K | $8M | +6.31% |
| Q2 2022 | 102.0K | $9M | +7.06% |
| Q1 2022 | 102.0K | $13M | +7.46% |
| Q4 2021 | 102.0K | $16M | +7.97% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See California First Leasing Corp’s full portfolio or all institutional holders of AMAT.