Position in LRCX
as of Jun 30, 2026
· filed Aug 20, 2026
Position Value
$7,162,944
+$3,629,008 QoQ
Shares Held
16,530
-0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#972
of 3,103 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Derivatives in LRCX
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$6,369,951
PutShares
14,700
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026CLIFFORD SWAN INVESTMENT COUNSEL LLC holds $50,084,652 across 6 Semiconductor Equipment & Materials names. LRCX ranks #3 (14.3% of the industry book) .
All Filings in LRCX
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27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,369,951 | 14,700 | Put | Sole | 2026-08-20 | |
| 2026-06-30 | $7,162,944 | 16,530 | Shares | Sole | 2026-08-20 | |
| 2026-03-31 | $3,533,936 | 16,540 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,854,768 | 16,677 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,239,745 | 16,727 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,611,950 | 16,560 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,268,615 | 17,450 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,260,413 | 17,450 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,407,738 | 1,725 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,794,272 | 1,685 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,651,669 | 1,700 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $1,326,842 | 1,694 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,062,375 | 1,695 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,089,004 | 1,694 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $898,023 | 1,694 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $711,988 | 1,694 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $629,154 | 1,719 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $758,120 | 1,779 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $924,689 | 1,720 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $1,236,938 | 1,720 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $978,938 | 1,720 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $1,132,218 | 1,740 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $1,023,812 | 1,720 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $854,808 | 1,810 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $600,467 | 1,810 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $609,722 | 1,885 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $506,400 | 2,110 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||