Position in LRCX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$70,072,060
+$33,030,254 QoQ
Shares Held
161,706
-6.7% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
1.97%
of 13F equity value
Holder Rank
#349
of 3,114 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 81%
Shared 0%
None 19%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Dana Investment Advisors, Inc. holds $117,341,233 across 7 Semiconductor Equipment & Materials names. LRCX ranks #1 (59.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
161,706 | $70,072,060 | |
| 2 | UCTT |
Ultra Clean Holdings, Inc.
|
142,420 | $20,307,667 | |
| 3 | ASML |
Asml Holding NV
|
4,872 | $9,692,551 | |
| 4 | KLAC |
Kla Corp
|
29,995 | $9,049,791 | |
| 5 | KLIC |
Kulicke & Soffa Industries Inc
|
52,078 | $6,965,953 | |
| 6 | TER |
Teradyne, Inc
|
1,840 | $890,265 | |
| 7 | AMAT |
Applied Materials Inc /De
|
502 | $362,946 |
All Filings in LRCX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $70,072,060 | 161,706 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $37,041,806 | 173,368 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $35,957,557 | 210,057 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $40,269,353 | 300,742 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $29,630,977 | 304,407 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $15,378,521 | 211,534 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,100,400 | 42,924 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $3,217,803 | 3,943 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $4,198,703 | 3,943 | Shares | Sole | 2024-08-27 | |
| 2024-03-31 | $3,964,005 | 4,080 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,189,434 | 4,072 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $2,457,565 | 3,921 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $2,458,296 | 3,824 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $2,055,275 | 3,877 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $11,280,852 | 26,840 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $14,421,498 | 39,403 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $22,785,388 | 53,468 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $28,355,701 | 52,744 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $37,377,102 | 51,974 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $32,118,272 | 56,432 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $36,169,159 | 55,585 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $33,172,725 | 55,730 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $31,376,674 | 66,438 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $25,700,009 | 77,468 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $33,396,598 | 103,248 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $29,555,040 | 123,146 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||