LAFFER TENGLER INVESTMENTS, INC.

Position in LRCX — Lam Research Corp

CIK 1307878 Scottsdale, AZ

Position in LRCX

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$37,637,743

+$13,213,414 QoQ

Shares Held

86,857

-24.0% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

5.98%

of 13F equity value

Holder Rank

#471

of 3,103 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

LAFFER TENGLER INVESTMENTS, INC. holds $39,990,801 across 3 Semiconductor Equipment & Materials names. LRCX ranks #1 (94.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp This page	86,857	$37,637,743
2	TER	Teradyne, Inc	2,846	$1,377,008
3	AMAT	Applied Materials Inc /De	1,350	$976,050

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$37,637,743	86,857	-24.0%	Shares	Sole	2026-07-21
2026-03-31	$24,424,329	114,314	-5.0%	Shares	Sole	2026-05-13
2025-12-31	$20,598,602	120,333	+3.4%	Shares	Sole	2026-02-12
2025-09-30	$15,585,558	116,397	+18.4%	Shares	Sole	2025-11-12
2025-06-30	$9,569,008	98,305	-8.4%	Shares	Sole	2025-08-07
2025-03-31	$7,801,218	107,307	+1.0%	Shares	Sole	2025-05-14
2024-12-31	$7,673,209	106,233	+1021.3%	Shares	Sole	2025-02-06
2024-09-30	$7,731,541	9,474	+1.8%	Shares	Sole	2024-11-04
2024-06-30	$9,914,818	9,311	+9.3%	Shares	Sole	2024-08-14
2024-03-31	$8,273,890	8,516	-18.7%	Shares	Sole	2024-05-15
2023-12-31	$8,209,348	10,481	+6.9%	Shares	Sole	2024-02-08
2023-09-30	$6,144,853	9,804	-13.1%	Shares	Sole	2023-11-14
2023-06-30	$7,255,317	11,286	-1.1%	Shares	Sole	2023-08-14
2023-03-31	$6,050,789	11,414	+5.6%	Shares	Sole	2023-05-09
2022-12-31	$4,543,022	10,809	+27.5%	Shares	Sole	2023-02-10
2022-09-30	$3,102,582	8,477	+7.1%	Shares	Sole	2022-11-10
2022-06-30	$3,372,124	7,913	+5.3%	Shares	Sole	2022-08-15
2022-03-31	$4,038,526	7,512	-0.3%	Shares	Sole	2022-05-13
2021-12-31	$5,420,233	7,537	+8.0%	Shares	Sole	2022-02-11
2021-09-30	$3,970,959	6,977	+18.3%	Shares	Sole	2021-11-16
2021-06-30	$3,836,527	5,896	+43.3%	Shares	Other	2021-08-16
2021-03-31	$2,449,412	4,115	+6.5%	Shares	Sole	2021-05-17
2020-12-31	$1,824,379	3,863	+22.9%	Shares	Other	2021-06-11
2020-09-30	$1,042,358	3,142	+162.5%	Shares	Sole	2021-06-11
2020-06-30	$387,181	1,197	—	Shares	Sole	2021-06-11
No filing history on record for this holder in this stock.