Alesco Advisors, LLC, An ESL Co

Position in LRCX — Lam Research Corp

CIK 1269978 Pittsford, NY

Position in LRCX

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$3,120,409

+$1,366,047 QoQ

Shares Held

7,201

-12.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.93%

of 13F equity value

Holder Rank

#1,303

of 3,103 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Technology · as of Jun 30, 2026

Alesco Advisors, LLC, An ESL Co holds $6,454,554 across 3 Semiconductor Equipment & Materials names. LRCX ranks #1 (48.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp This page	7,201	$3,120,409
2	AMAT	Applied Materials Inc /De	2,867	$2,072,841
3	ASML	Asml Holding NV	634	$1,261,304

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,120,409	7,201	-12.3%	Shares	Sole	2026-08-05
2026-03-31	$1,754,362	8,211	—	Shares	Other	2026-05-13
No filing history on record for this holder in this stock.