TWIN CAPITAL MANAGEMENT INC

Position in LRCX — Lam Research Corp

CIK 1059187 MCMURRAY, PA

Position in LRCX

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$9,603,459

+$6,055,422 QoQ

Shares Held

22,162

+33.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.05%

of 13F equity value

Holder Rank

#848

of 3,103 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Technology · as of Jun 30, 2026

TWIN CAPITAL MANAGEMENT INC holds $32,480,210 across 4 Semiconductor Equipment & Materials names. LRCX ranks #3 (29.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De	16,369	$11,834,787
2	KLAC	Kla Corp	32,329	$9,753,982
3	LRCX	Lam Research Corp This page	22,162	$9,603,459
4	TER	Teradyne, Inc	2,662	$1,287,982

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,603,459	22,162	+33.5%	Shares	Sole	2026-08-06
2026-03-31	$3,548,037	16,606	+102.5%	Shares	Sole	2026-05-05
2025-12-31	$1,403,504	8,199	-0.1%	Shares	Sole	2026-02-06
2025-09-30	$1,098,783	8,206	-69.9%	Shares	Sole	2025-11-05
2024-12-31	$1,971,951	27,301	+894.2%	Shares	Sole	2025-02-13
2024-09-30	$2,240,955	2,746	-18.8%	Shares	Sole	2024-11-12
2024-06-30	$3,600,257	3,381	-25.0%	Shares	Sole	2024-08-14
2024-03-31	$4,379,837	4,508	-8.1%	Shares	Sole	2024-05-13
2023-12-31	$3,841,107	4,904	-1.8%	Shares	Sole	2024-01-31
2023-09-30	$3,131,342	4,996	+9.1%	Shares	Sole	2023-11-13
2023-06-30	$2,944,941	4,581	-17.7%	Shares	Sole	2023-08-07
2023-03-31	$2,949,057	5,563	-15.4%	Shares	Sole	2023-05-08
2022-12-31	$2,763,052	6,574	+13.6%	Shares	Sole	2023-01-31
2022-09-30	$2,117,310	5,785	-0.1%	Shares	Sole	2022-10-21
2022-06-30	$2,466,982	5,789	-0.1%	Shares	Sole	2022-08-02
2022-03-31	$3,114,912	5,794	-0.6%	Shares	Sole	2022-05-06
2021-12-31	$4,191,206	5,828	-13.5%	Shares	Sole	2022-02-07
2021-09-30	$3,835,501	6,739	-13.9%	Shares	Sole	2021-10-29
2021-06-30	$5,091,076	7,824	-7.0%	Shares	Sole	2021-08-09
2021-03-31	$5,007,158	8,412	-16.5%	Shares	Sole	2021-05-06
2020-12-31	$4,756,703	10,072	-1.1%	Shares	Sole	2021-02-11
2020-09-30	$3,377,878	10,182	-0.7%	Shares	Sole	2020-11-05
2020-06-30	$3,316,758	10,254	-8.3%	Shares	Sole	2020-08-04
2020-03-31	$2,684,400	11,185	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.