Transamerica Financial Advisors, LLC
Position in LRCX — Lam Research Corp
CIK 1502149
CEDAR RAPIDS, IA
Position in LRCX
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$1,584,687
+$934,520 QoQ
Shares Held
3,657
+20.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,609
of 3,103 holders
Holding Since
Sep 2025
4 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, 2026Transamerica Financial Advisors, LLC holds $9,986,347 across 15 Semiconductor Equipment & Materials names. LRCX ranks #3 (15.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
|
2,923 | $5,815,132 | |
| 2 | AMAT |
Applied Materials Inc /De
|
2,391 | $1,728,693 | |
| 3 | LRCX |
Lam Research Corp
This page
|
3,657 | $1,584,687 | |
| 4 | KLAC |
Kla Corp
|
1,516 | $457,392 | |
| 5 | ONTO |
Onto Innovation Inc.
|
558 | $211,175 | |
| 6 | TER |
Teradyne, Inc
|
171 | $82,736 | |
| 7 | Q |
Qnity Electronics, Inc.
|
199 | $32,498 | |
| 8 | ENTG |
Entegris Inc
|
176 | $31,655 |
All Filings in LRCX
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,584,687 | 3,657 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $650,167 | 3,043 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $515,936 | 3,014 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $271,950 | 2,031 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||