Position in LRCX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$70,800,042
+$35,519,441 QoQ
Shares Held
163,386
-1.1% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
1.31%
of 13F equity value
Holder Rank
#348
of 3,124 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026Advisory Services Network, LLC holds $171,970,539 across 13 Semiconductor Equipment & Materials names. LRCX ranks #1 (41.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
163,386 | $70,800,042 | |
| 2 | AMAT |
Applied Materials Inc /De
|
57,726 | $41,735,898 | |
| 3 | KLAC |
Kla Corp
|
119,615 | $36,089,032 | |
| 4 | ASML |
Asml Holding NV
|
5,897 | $11,731,718 | |
| 5 | TER |
Teradyne, Inc
|
7,182 | $3,474,933 | |
| 6 | ONTO |
Onto Innovation Inc.
|
6,226 | $2,356,228 | |
| 7 | KLIC |
Kulicke & Soffa Industries Inc
|
13,148 | $1,758,674 | |
| 8 | NVMI |
Nova Ltd.
|
2,822 | $1,532,175 |
All Filings in LRCX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $70,800,042 | 163,386 | Shares | Other | 2026-08-12 | |
| 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 | |
| 2024-09-30 | $11,065,227 | 13,559 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $14,438,298 | 13,559 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $11,578,196 | 11,917 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $9,579,267 | 12,230 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $7,871,602 | 12,559 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $8,400,250 | 13,067 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $6,971,075 | 13,150 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $6,354,513 | 15,119 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $5,503,908 | 15,038 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $6,465,973 | 15,173 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $8,074,363 | 15,019 | Shares | Sole | 2022-05-23 | |
| 2021-12-31 | $11,320,138 | 15,741 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $8,814,993 | 15,488 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $9,577,000 | 14,718 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $8,264,308 | 13,884 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $5,904,789 | 12,503 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $5,138,806 | 15,490 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $4,943,436 | 15,283 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $3,100,560 | 12,919 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||