Position in LRCX
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$7,080,612
+$3,541,548 QoQ
Shares Held
16,340
-1.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.87%
of 13F equity value
Holder Rank
#982
of 3,114 holders
Holding Since
Mar 2020
25 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, 2026Capital Investment Counsel, Inc holds $74,648,689 across 6 Semiconductor Equipment & Materials names. LRCX ranks #3 (9.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
68,157 | $49,277,511 | |
| 2 | TER |
Teradyne, Inc
|
28,238 | $13,662,673 | |
| 3 | LRCX |
Lam Research Corp
This page
|
16,340 | $7,080,612 | |
| 4 | KLIC |
Kulicke & Soffa Industries Inc
|
26,340 | $3,523,238 | |
| 5 | UCTT |
Ultra Clean Holdings, Inc.
|
4,150 | $591,748 | |
| 6 | KLAC |
Kla Corp
|
1,700 | $512,907 |
All Filings in LRCX
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,080,612 | 16,340 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $3,539,064 | 16,564 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,839,705 | 16,589 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,243,360 | 16,754 | Shares | Sole | 2025-10-31 | |
| 2025-03-31 | $1,336,226 | 18,380 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,197,573 | 16,580 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,505,667 | 1,845 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $1,964,648 | 1,845 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $1,792,546 | 1,845 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $1,445,114 | 1,845 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,156,390 | 1,845 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $1,186,076 | 1,845 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $978,071 | 1,845 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $775,453 | 1,845 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $682,590 | 1,865 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $786,246 | 1,845 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,061,779 | 1,975 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,420,321 | 1,975 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $1,124,071 | 1,975 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $1,285,132 | 1,975 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $1,175,599 | 1,975 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $840,640 | 1,780 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $680,087 | 2,050 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $598,401 | 1,850 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $804,960 | 3,354 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||