Leuthold Group LLC Invests $494,000 in Applied Materials, Inc.

The investment firm purchased 2,411 shares of the semiconductor equipment manufacturer in the third quarter.

Published on Feb. 13, 2026

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Leuthold Group LLC, an investment firm, purchased a new position in shares of Applied Materials, Inc. (NASDAQ:AMAT) during the third quarter, acquiring 2,411 shares valued at approximately $494,000. The move comes as other institutional investors and hedge funds have also modified their holdings of the company, with some increasing their stakes in the manufacturing equipment provider.

Why it matters

Applied Materials is a major supplier of equipment, services and software used in the production of semiconductor chips, flat panel displays and other advanced materials. As the semiconductor industry continues to grow, investments in companies like Applied Materials can provide insights into broader trends and investor sentiment in the tech sector.

The details

Leuthold Group LLC's new $494,000 investment in Applied Materials, Inc. (NASDAQ:AMAT) was disclosed in a recent filing with the Securities and Exchange Commission (SEC). The firm purchased 2,411 shares of the manufacturing equipment provider's stock during the third quarter. Other institutional investors and hedge funds have also been active in the stock, with some increasing their positions. For example, Marquette Asset Management LLC raised its holdings in Applied Materials by 150% during the 3rd quarter, now owning 125 shares.

  • Leuthold Group LLC purchased the 2,411 shares of Applied Materials, Inc. during the third quarter of 2026.
  • The SEC filing disclosing the investment was made on February 13, 2026.

The players

Leuthold Group LLC

An investment firm that purchased a new $494,000 position in shares of Applied Materials, Inc.

Applied Materials, Inc.

A U.S.-based supplier of equipment, services and software used to manufacture semiconductor chips, flat panel displays and other advanced materials.

Marquette Asset Management LLC

An institutional investor that raised its holdings in Applied Materials by 150% during the 3rd quarter of 2026.

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The takeaway

This investment by Leuthold Group LLC reflects broader interest and confidence in the semiconductor industry, particularly in leading equipment providers like Applied Materials. As the tech sector continues to evolve, tracking investments and ownership changes in key industry players can provide valuable insights into market trends and investor sentiment.