Position in LRCX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,462,181
+$1,277,437 QoQ
Shares Held
5,682
+2.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,391
of 3,103 holders
Holding Since
Jun 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026HBK Sorce Advisory LLC holds $14,365,592 across 7 Semiconductor Equipment & Materials names. LRCX ranks #3 (17.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
5,902 | $4,267,146 | |
| 2 | KLAC |
Kla Corp
|
11,565 | $3,489,276 | |
| 3 | LRCX |
Lam Research Corp
This page
|
5,682 | $2,462,181 | |
| 4 | ASML |
Asml Holding NV
|
1,055 | $2,098,859 | |
| 5 | CAMT |
Camtek Ltd
|
7,795 | $1,271,520 | |
| 6 | TER |
Teradyne, Inc
|
900 | $435,456 | |
| 7 | Q |
Qnity Electronics, Inc.
|
2,089 | $341,154 |
All Filings in LRCX
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,462,181 | 5,682 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,184,744 | 5,545 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $885,856 | 5,175 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $686,103 | 5,124 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $498,380 | 5,120 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $373,605 | 5,139 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $335,797 | 4,649 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $497,808 | 610 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $726,227 | 682 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $647,065 | 666 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $290,589 | 371 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $229,397 | 366 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $232,072 | 361 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $239,084 | 451 | Shares | Sole | 2023-08-15 | |
| 2022-12-31 | $377,429 | 898 | Shares | Sole | 2023-02-09 | |
| 2022-03-31 | $248,913 | 463 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $592,579 | 824 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $468,979 | 824 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $686,488 | 1,055 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $526,787 | 885 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $286,195 | 606 | Shares | Sole | 2021-02-12 | |
| 2020-06-30 | $270,089 | 835 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||