Position in LRCX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$32,430,417
+$15,812,156 QoQ
Shares Held
74,840
-3.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.86%
of 13F equity value
Holder Rank
#497
of 3,103 holders
Holding Since
Mar 2020
26 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, 2026Vestcor Inc holds $99,220,505 across 13 Semiconductor Equipment & Materials names. LRCX ranks #2 (32.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
46,483 | $33,607,209 | |
| 2 | LRCX |
Lam Research Corp
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|
74,840 | $32,430,417 | |
| 3 | KLAC |
Kla Corp
|
52,315 | $15,783,958 | |
| 4 | TER |
Teradyne, Inc
|
18,785 | $9,088,934 | |
| 5 | IPGP |
Ipg Photonics Corp
|
20,000 | $2,346,400 | |
| 6 | ACLS |
Axcelis Technologies Inc
|
8,664 | $1,641,394 | |
| 7 | ONTO |
Onto Innovation Inc.
|
2,837 | $1,073,662 | |
| 8 | Q |
Qnity Electronics, Inc.
|
4,100 | $669,571 |
All Filings in LRCX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,430,417 | 74,840 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $16,618,261 | 77,779 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $13,511,579 | 78,932 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $9,975,817 | 74,502 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $4,961,419 | 50,970 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,859,666 | 25,580 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,701,594 | 23,558 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $4,452,532 | 5,456 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $5,778,940 | 5,427 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,950,403 | 4,066 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $4,329,078 | 5,527 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,483,587 | 5,558 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,981,294 | 3,082 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,948,721 | 3,676 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,592,937 | 3,790 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,196,088 | 3,268 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,383,709 | 3,247 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,197,795 | 2,228 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,259,950 | 1,752 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,196,353 | 2,102 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,560,378 | 2,398 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,584,528 | 2,662 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,295,908 | 2,744 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $999,562 | 3,013 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $998,844 | 3,088 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $745,440 | 3,106 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||