Position in LRCX
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$142,132
+$107,947 QoQ
Shares Held
328
+105.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,908
of 3,103 holders
Holding Since
Sep 2020
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026HARBOR INVESTMENT ADVISORY, LLC holds $9,436,155 across 8 Semiconductor Equipment & Materials names. LRCX ranks #5 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KLAC |
Kla Corp
|
14,770 | $4,456,256 | |
| 2 | ASML |
Asml Holding NV
|
1,846 | $3,672,506 | |
| 3 | AMAT |
Applied Materials Inc /De
|
1,045 | $755,535 | |
| 4 | Q |
Qnity Electronics, Inc.
|
1,266 | $206,750 | |
| 5 | LRCX |
Lam Research Corp
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|
328 | $142,132 | |
| 6 | ACMR |
ACM Research, Inc.
|
738 | $93,644 | |
| 7 | UCTT |
Ultra Clean Holdings, Inc.
|
435 | $62,026 | |
| 8 | ONTO |
Onto Innovation Inc.
|
125 | $47,306 |
All Filings in LRCX
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $142,132 | 328 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $34,185 | 160 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $41,083 | 240 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $18,478 | 138 | Shares | Sole | 2025-10-27 | |
| 2024-06-30 | $1,064 | 1 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $9,715 | 10 | Shares | Sole | 2024-04-12 | |
| 2023-03-31 | $65,204 | 123 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $107,596 | 256 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $48,678 | 133 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $82,246 | 193 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $110,210 | 205 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $131,604 | 183 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $104,154 | 183 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $119,078 | 183 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $155,357 | 261 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $122,790 | 260 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $57,392 | 173 | Shares | Sole | 2020-10-23 | |
| No filing history on record for this holder in this stock. | ||||||