Position in LRCX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$23,538,485
+$12,089,942 QoQ
Shares Held
54,320
+1.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#572
of 3,103 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026EP Wealth Advisors, LLC holds $126,570,664 across 9 Semiconductor Equipment & Materials names. LRCX ranks #3 (18.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
66,386 | $47,997,078 | |
| 2 | ASML |
Asml Holding NV
|
12,011 | $23,895,162 | |
| 3 | LRCX |
Lam Research Corp
This page
|
54,320 | $23,538,485 | |
| 4 | KLAC |
Kla Corp
|
74,937 | $22,609,242 | |
| 5 | AMKR |
Amkor Technology, Inc.
|
37,835 | $3,262,512 | |
| 6 | TER |
Teradyne, Inc
|
5,448 | $2,635,960 | |
| 7 | Q |
Qnity Electronics, Inc.
|
8,559 | $1,397,770 | |
| 8 | ONTO |
Onto Innovation Inc.
|
1,927 | $729,273 |
All Filings in LRCX
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,538,485 | 54,320 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $11,448,543 | 53,583 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $7,997,871 | 46,722 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $4,547,822 | 46,721 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,111,487 | 42,799 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,372,707 | 46,694 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $4,107,126 | 3,857 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $4,015,498 | 4,133 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,513,481 | 3,209 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $2,067,087 | 3,298 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $2,053,123 | 210,837 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,069,252 | 2,017 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $589,680 | 1,403 | Shares | Sole | 2023-06-12 | |
| 2022-06-30 | $659,254 | 1,547 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $722,547 | 1,344 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $993,146 | 1,381 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $725,097 | 1,274 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $842,656 | 1,295 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $829,169 | 1,393 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $604,505 | 1,280 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $282,651 | 852 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $278,175 | 860 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $206,880 | 862 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||