KCM INVESTMENT ADVISORS LLC

Position in LRCX — Lam Research Corp

CIK 1109228 GREENBRAE, CA

Position in LRCX

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$5,844,321

+$3,125,925 QoQ

Shares Held

13,487

+6.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#1,060

of 3,103 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

KCM INVESTMENT ADVISORS LLC holds $80,810,669 across 5 Semiconductor Equipment & Materials names. LRCX ranks #3 (7.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KLAC	Kla Corp	142,507	$42,995,786
2	AMAT	Applied Materials Inc /De	42,903	$31,018,869
3	LRCX	Lam Research Corp This page	13,487	$5,844,321
4	ASML	Asml Holding NV	277	$551,074
5	TER	Teradyne, Inc	828	$400,619

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,844,321	13,487	+6.0%	Shares	Sole	2026-08-14
2026-03-31	$2,718,396	12,723	+7.2%	Shares	Sole	2026-05-15
2025-12-31	$2,030,879	11,864	+8.4%	Shares	Sole	2026-02-13
2025-09-30	$1,465,669	10,946	-2.1%	Shares	Sole	2025-11-12
2025-06-30	$1,088,358	11,181	-14.4%	Shares	Sole	2025-08-06
2025-03-31	$949,389	13,059	+958.3%	Shares	Sole	2025-05-14
2024-09-30	$1,007,042	1,234	-3.1%	Shares	Sole	2024-11-06
2024-06-30	$1,356,618	1,274	-17.5%	Shares	Sole	2024-07-29
2024-03-31	$1,501,075	1,545	+0.1%	Shares	Sole	2024-05-07
2023-12-31	$1,209,353	1,544	-3.5%	Shares	Sole	2024-02-13
2023-09-30	$1,002,832	1,600	-3.0%	Shares	Sole	2023-11-08
2023-06-30	$1,060,076	1,649	-19.6%	Shares	Sole	2023-08-09
2023-03-31	$1,086,746	2,050	-1.3%	Shares	Sole	2023-05-09
2022-12-31	$872,963	2,077	-1.5%	Shares	Sole	2023-01-31
2022-09-30	$771,528	2,108	-46.4%	Shares	Sole	2022-11-10
2022-06-30	$1,675,195	3,931	-13.8%	Shares	Sole	2022-08-15
2022-03-31	$2,452,576	4,562	-7.5%	Shares	Sole	2022-05-13
2021-12-31	$3,548,286	4,934	+2.9%	Shares	Sole	2022-02-14
2021-09-30	$2,730,212	4,797	+10.1%	Shares	Sole	2021-11-12
2021-06-30	$2,834,449	4,356	+48.7%	Shares	Sole	2021-10-21
2021-03-31	$1,743,457	2,929	+12.1%	Shares	Sole	2021-05-13
2020-12-31	$1,233,569	2,612	-9.7%	Shares	Sole	2021-02-19
2020-09-30	$959,089	2,891	+0.0%	Shares	Sole	2020-11-16
2020-06-30	$934,799	2,890	+14.3%	Shares	Sole	2020-08-14
2020-03-31	$606,960	2,529	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.