Position in LRCX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$35,280,601
+$6,812,688 QoQ
Shares Held
165,125
-0.7% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.82%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026Advisory Services Network, LLC holds $89,978,457 across 27 Semiconductor Equipment & Materials names. LRCX ranks #1 (39.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
165,125 | $35,280,601 | |
| 2 | AMAT |
Applied Materials Inc /De
|
62,690 | $21,426,808 | |
| 3 | KLAC |
Kla Corp
|
12,025 | $17,705,722 | |
| 4 | ASML |
Asml Holding NV
|
6,291 | $8,309,334 | |
| 5 | ONTO |
Onto Innovation Inc.
|
9,117 | $1,869,621 | |
| 6 | TER |
Teradyne, Inc
|
6,129 | $1,817,000 | |
| 7 | NVMI |
Nova Ltd.
|
2,636 | $1,144,762 | |
| 8 | KLIC |
Kulicke & Soffa Industries Inc
|
13,983 | $918,961 |
All Filings in LRCX
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $35,280,601 | 165,125 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $28,467,913 | 166,304 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $22,372,277 | 167,082 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $15,802,756 | 162,346 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $10,603,436 | 145,852 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $11,864,135 | 164,255 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||