SFMG, LLC

Position in LRCX — Lam Research Corp

CIK 1512026 PLANO, TX

Position in LRCX

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$350,563

New position

Shares Held

809

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#2,542

of 3,115 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

SFMG, LLC holds $41,549,725 across 4 Semiconductor Equipment & Materials names. LRCX ranks #4 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De	49,474	$35,769,702
2	KLAC	Kla Corp	14,580	$4,398,931
3	ASML	Asml Holding NV	518	$1,030,529
4	LRCX	Lam Research Corp This page	809	$350,563

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$350,563	809	—	Shares	Sole	2026-08-13
No filing history on record for this holder in this stock.