Position in LRCX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$20,146,811
+$9,571,283 QoQ
Shares Held
46,493
-6.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
2.50%
of 13F equity value
Holder Rank
#612
of 3,103 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Johnson Financial Group, Inc. holds $37,190,619 across 8 Semiconductor Equipment & Materials names. LRCX ranks #1 (54.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
46,493 | $20,146,811 | |
| 2 | AMAT |
Applied Materials Inc /De
|
13,749 | $9,940,527 | |
| 3 | KLAC |
Kla Corp
|
21,530 | $6,495,815 | |
| 4 | TER |
Teradyne, Inc
|
770 | $372,556 | |
| 5 | ASML |
Asml Holding NV
|
71 | $141,250 | |
| 6 | AMBA |
Ambarella Inc
|
1,018 | $87,344 | |
| 7 | ACLS |
Axcelis Technologies Inc
|
21 | $3,978 | |
| 8 | ENTG |
Entegris Inc
|
13 | $2,338 |
All Filings in LRCX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,146,811 | 46,493 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $10,575,528 | 49,497 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $9,663,110 | 56,450 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $8,407,848 | 62,792 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $5,991,179 | 61,549 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $4,254,621 | 58,523 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $4,299,418 | 59,524 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $5,590,963 | 6,851 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $7,025,880 | 6,598 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $2,431,839 | 2,503 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $2,048,224 | 2,615 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $1,994,381 | 3,182 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $2,041,722 | 3,176 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,585,587 | 2,991 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,151,200 | 2,739 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $952,332 | 2,602 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,044,493 | 2,451 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $1,251,555 | 2,328 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,660,516 | 2,309 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,255,544 | 2,206 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $1,508,321 | 2,318 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $2,363,102 | 3,970 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $2,091,683 | 4,429 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $1,275,578 | 3,845 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,122,405 | 3,470 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $849,600 | 3,540 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||