Position in LRCX
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$945,526
+$485,303 QoQ
Shares Held
2,182
+1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#1,904
of 3,103 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Samalin Investment Counsel, LLC holds $1,228,026 across 2 Semiconductor Equipment & Materials names. LRCX ranks #1 (77.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
2,182 | $945,526 | |
| 2 | ASML |
Asml Holding NV
|
142 | $282,500 |
All Filings in LRCX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $945,526 | 2,182 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $460,223 | 2,154 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $368,721 | 2,154 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $288,286 | 2,153 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $209,378 | 2,151 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||