SEC 13F Intelligence

Scott & Selber, Inc. / AMAT

Scott & Selber, Inc.’s Applied Matls Inc Position

Does Scott & Selber, Inc. own Applied Matls Inc (AMAT)? Yes21.7K shares worth $16M (+3.31% of its 13F portfolio) as of Q2 2026, down from 21.7K shares the prior filed quarter.

Position Value
$16M
Q2 2026
Shares
21.7K
% of Portfolio
+3.31%
Quarters Held
15
currently held

Position History AMAT

Reported value by quarter
Q4 ’22: $1,248Q4 ’22Q1 ’23: $1,578Q2 ’23: $1,854Q2 ’23Q3 ’23: $1,772Q4 ’23: $2,052Q4 ’23Q1 ’24: $2,619Q2 ’24: $3,049Q2 ’24Q3 ’24: $2,597Q4 ’24: $2,069Q4 ’24Q1 ’25: $3,257Q2 ’25: $4,172Q2 ’25Q3 ’25: $5MQ4 ’25: $6MQ4 ’25Q1 ’26: $7MQ2 ’26: $16MQ2 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202621.7K$16M+3.31%
Q1 202621.7K$7M+1.91%
Q4 202521.7K$6M+1.40%
Q3 202522.5K$5M+1.17%
Q2 202522.8K$4,172+1.16%
Q1 202522.4K$3,257+1.04%
Q4 202412.7K$2,069+0.62%
Q3 202412.9K$2,597+0.81%
Q2 202412.9K$3,049+0.97%
Q1 202412.7K$2,619+0.89%
Q4 202312.7K$2,052+0.77%
Q3 202312.8K$1,772+0.73%
Q2 202312.8K$1,854+0.72%
Q1 202312.9K$1,578+0.67%
Q4 202212.8K$1,248+0.56%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Scott & Selber, Inc.’s full portfolio or all institutional holders of AMAT.