AFFINITY INVESTMENT ADVISORS, LLC
Position in LRCX — Lam Research Corp
CIK 1520601
NEWPORT BEACH, CA
Position in LRCX
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,042,717
+$978,263 QoQ
Shares Held
4,714
-5.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.05%
of 13F equity value
Holder Rank
#1,489
of 3,114 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026AFFINITY INVESTMENT ADVISORS, LLC holds $2,819,764 across 2 Semiconductor Equipment & Materials names. LRCX ranks #1 (72.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
4,714 | $2,042,717 | |
| 2 | TER |
Teradyne, Inc
|
1,606 | $777,047 |
All Filings in LRCX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,042,717 | 4,714 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,064,454 | 4,982 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,127,391 | 6,586 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $941,986 | 7,035 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $687,123 | 7,059 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $566,260 | 7,789 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $570,617 | 7,900 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $644,703 | 790 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $855,074 | 803 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $789,886 | 813 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $782,476 | 999 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $727,053 | 1,160 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $779,789 | 1,213 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $986,553 | 1,861 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $786,381 | 1,871 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $688,080 | 1,880 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $803,718 | 1,886 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $1,048,339 | 1,950 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $1,409,534 | 1,960 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,141,145 | 2,005 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $1,301,400 | 2,000 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $1,714,291 | 2,880 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,495,206 | 3,166 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $827,052 | 2,493 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $915,068 | 2,829 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $710,640 | 2,961 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||