Gradient Investments LLC

Position in LRCX — Lam Research Corp

CIK 1542265 ARDEN HILLS, MN

Position in LRCX

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$65,071,866

+$34,348,413 QoQ

Shares Held

150,167

+4.4% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

1.82%

of 13F equity value

Holder Rank

#363

of 3,103 holders

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Gradient Investments LLC holds $119,086,887 across 5 Semiconductor Equipment & Materials names. LRCX ranks #1 (54.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp This page	150,167	$65,071,866
2	ASML	Asml Holding NV	13,499	$26,855,449
3	KLAC	Kla Corp	82,075	$24,762,848
4	ENTG	Entegris Inc	10,584	$1,903,638
5	AMAT	Applied Materials Inc /De	682	$493,086

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$65,071,866	150,167	+4.4%	Shares	Sole	2026-07-08
2026-03-31	$30,723,453	143,796	-14.5%	Shares	Sole	2026-04-13
2025-12-31	$28,777,069	168,110	-33.2%	Shares	Sole	2026-01-08
2025-09-30	$33,688,302	251,593	+2.9%	Shares	Sole	2025-10-06
2025-06-30	$23,794,957	244,452	+4.5%	Shares	Sole	2025-07-08
2025-03-31	$17,013,617	234,025	+7.6%	Shares	Sole	2025-04-09
2024-12-31	$15,714,142	217,557	+1077.1%	Shares	Sole	2025-01-21
2024-09-30	$15,082,790	18,482	-12.4%	Shares	Sole	2024-10-15
2024-06-30	$22,468,335	21,100	+11.3%	Shares	Sole	2024-07-18
2024-03-31	$18,420,967	18,960	+29.6%	Shares	Sole	2024-04-23
2023-12-31	$11,459,093	14,630	+32411.1%	Shares	Sole	2024-01-18
2023-09-30	$28,204	45	-6.2%	Shares	Sole	2023-10-27
2023-06-30	$30,857	48	+37.1%	Shares	Sole	2023-07-11
2023-03-31	$18,554	35	-25.5%	Shares	Sole	2023-04-17
2022-12-31	$19,754	47	-99.8%	Shares	Sole	2023-01-10
2022-09-30	$8,414,706	22,991	+101.7%	Shares	Sole	2022-10-14
2022-06-30	$4,858,536	11,401	+284925.0%	Shares	Sole	2022-07-11
2022-03-31	$2,150	4	-33.3%	Shares	Sole	2022-05-26
2021-12-31	$4,314	6	+50.0%	Shares	Sole	2022-01-12
2021-09-30	$2,276	4	-63.6%	Shares	Sole	2021-10-18
2020-12-31	$5,194	11	0.0%	Shares	Sole	2021-01-08
2020-09-30	$3,649	11	-69.4%	Shares	Sole	2020-10-06
2020-03-31	$8,640	36	—	Shares	Sole	2020-04-07
No filing history on record for this holder in this stock.