Position in LRCX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$539,638,711
+$189,263,379 QoQ
Shares Held
2,525,689
+23.4% QoQ
Ownership
0.202%
of shares outstanding
% of Portfolio
1.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 47%
Shared 0%
None 53%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026Focus Partners Wealth holds $1,077,835,395 across 16 Semiconductor Equipment & Materials names. LRCX ranks #1 (50.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
2,525,689 | $539,638,711 | |
| 2 | KLAC |
Kla Corp
|
128,240 | $188,821,858 | |
| 3 | AMAT |
Applied Materials Inc /De
|
478,855 | $163,667,850 | |
| 4 | ASML |
Asml Holding NV
|
95,370 | $125,967,557 | |
| 5 | Q |
Qnity Electronics, Inc.
|
153,786 | $17,743,828 | |
| 6 | TER |
Teradyne, Inc
|
58,173 | $17,245,967 | |
| 7 | COHU |
Cohu Inc
|
322,640 | $9,879,236 | |
| 8 | KLIC |
Kulicke & Soffa Industries Inc
|
114,319 | $7,513,044 |
All Filings in LRCX
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $539,638,711 | 2,525,689 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $350,375,332 | 2,046,824 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $60,206,394 | 449,637 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $43,112,372 | 442,905 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $32,143,796 | 442,143 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $58,683,624 | 812,455 | Shares | Sole | 2025-05-29 | |
| No filing history on record for this holder in this stock. | ||||||