Position in LRCX
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$14,416,889
+$7,178,730 QoQ
Shares Held
33,270
-1.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
#725
of 3,103 holders
Holding Since
Mar 2020
25 quarters on record
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026SECURIAN ASSET MANAGEMENT, INC holds $47,366,572 across 9 Semiconductor Equipment & Materials names. LRCX ranks #2 (30.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
21,046 | $15,216,258 | |
| 2 | LRCX |
Lam Research Corp
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|
33,270 | $14,416,889 | |
| 3 | KLAC |
Kla Corp
|
34,730 | $10,478,388 | |
| 4 | ENTG |
Entegris Inc
|
11,213 | $2,016,770 | |
| 5 | TER |
Teradyne, Inc
|
4,135 | $2,000,678 | |
| 6 | ONTO |
Onto Innovation Inc.
|
3,660 | $1,385,127 | |
| 7 | Q |
Qnity Electronics, Inc.
|
5,594 | $913,556 | |
| 8 | AMKR |
Amkor Technology, Inc.
|
8,385 | $723,038 |
All Filings in LRCX
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,416,889 | 33,270 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $7,238,159 | 33,877 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $5,846,310 | 34,153 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $8,184,101 | 61,121 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $6,502,798 | 66,805 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $4,943,381 | 67,997 | Shares | Sole | 2025-05-01 | |
| 2024-09-30 | $5,922,292 | 7,257 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $8,117,351 | 7,623 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $7,503,435 | 7,723 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $6,556,669 | 8,371 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $5,978,132 | 9,538 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $7,239,246 | 11,261 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $6,132,428 | 11,568 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $4,862,030 | 11,568 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $4,280,004 | 11,694 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $5,036,666 | 11,819 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $6,412,612 | 11,928 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $8,752,774 | 12,171 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $7,087,624 | 12,453 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $8,168,237 | 12,553 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $7,531,571 | 12,653 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $6,190,515 | 13,108 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $4,490,236 | 13,535 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $4,449,839 | 13,757 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $3,489,600 | 14,540 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||