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Equibles

Focus Partners Wealth

Position in LRCX — Lam Research Corp

CIK 1542153 ST LOUIS, MO
Back to LRCX Full portfolio

Position in LRCX

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$711,926,956
+$172,288,245 QoQ
Shares Held
1,642,921
-35.0% QoQ
Ownership
0.131%
of shares outstanding
% of Portfolio
1.40%
of 13F equity value
Holder Rank
#78
of 3,126 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority Sole 72% Shared 0% None 27%

Common Shares in LRCX Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Jun 30, 2026

Focus Partners Wealth holds $1,637,808,919 across 15 Semiconductor Equipment & Materials names. LRCX ranks #1 (43.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 LRCX
Lam Research Corp
This page 		1,642,921 $711,926,956
2 KLAC
Kla Corp
 1,281,019 $386,496,242
3 AMAT
Applied Materials Inc /De
 412,982 $298,585,986
4 ASML
Asml Holding NV
 87,635 $174,344,565
5 TER
Teradyne, Inc
 58,607 $28,356,410
6 Q
Qnity Electronics, Inc.
 101,986 $16,655,333
7 ACMR
ACM Research, Inc.
 43,904 $5,570,978
8 KLIC
Kulicke & Soffa Industries Inc
 34,965 $4,676,918

All Filings in LRCX

Export CSV
10 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $711,926,956 1,642,921
2026-03-31 $539,638,711 2,525,689
2025-12-31 $350,375,332 2,046,824
2025-09-30 $60,206,394 449,637
2025-06-30 $43,112,372 442,905
2024-12-31 $58,683,624 812,455
2024-09-30 $22,308,362 27,336
2024-06-30 $112,659,000 105,798
2024-03-31 $49,107,034 50,544
2023-12-31 $35,576,452 45,421