Position in LRCX
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$3,567,172
+$1,857,892 QoQ
Shares Held
8,232
+2.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
#1,248
of 3,103 holders
Holding Since
Jun 2024
9 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, 2026Westover Capital Advisors, LLC holds $22,293,286 across 4 Semiconductor Equipment & Materials names. LRCX ranks #4 (16.0% of the industry book) .
All Filings in LRCX
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,567,172 | 8,232 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,709,280 | 8,000 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,369,440 | 8,000 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,071,200 | 8,000 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $778,720 | 8,000 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $581,600 | 8,000 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $577,840 | 8,000 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $652,864 | 800 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $851,880 | 800 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||