Perigon Wealth Management, LLC

Position in LRCX — Lam Research Corp

CIK 1575239 SAN FRANCISCO, CA

Position in LRCX

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$18,733,722

+$9,570,486 QoQ

Shares Held

43,232

+0.8% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.57%

of 13F equity value

Holder Rank

#634

of 3,103 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 21% Shared 0% None 79%

Technology · as of Jun 30, 2026

Perigon Wealth Management, LLC holds $61,867,174 across 13 Semiconductor Equipment & Materials names. LRCX ranks #1 (30.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp This page	43,232	$18,733,722
2	AMAT	Applied Materials Inc /De	24,431	$17,663,613
3	KLAC	Kla Corp	51,053	$15,403,200
4	ASML	Asml Holding NV	2,008	$3,994,795
5	TER	Teradyne, Inc	2,820	$1,364,428
6	ICHR	Ichor Holdings, Ltd.	9,037	$1,014,674
7	UCTT	Ultra Clean Holdings, Inc.	6,378	$909,439
8	Q	Qnity Electronics, Inc.	4,844	$791,073

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$18,733,722	43,232	+0.8%	Shares	Sole	2026-08-07
2026-03-31	$9,163,236	42,887	-3.3%	Shares	Sole	2026-04-10
2025-12-31	$7,594,571	44,366	-1.5%	Shares	Sole	2026-01-16
2025-09-30	$6,028,311	45,021	+5.7%	Shares	Sole	2025-10-17
2025-06-30	$4,145,613	42,589	+1.7%	Shares	Sole	2025-07-16
2025-03-31	$3,043,658	41,866	+2.6%	Shares	Sole	2025-04-23
2024-12-31	$2,947,778	40,811	+947.2%	Shares	Sole	2025-01-22
2024-09-30	$3,180,263	3,897	-8.4%	Shares	Sole	2024-10-16
2024-06-30	$4,529,871	4,254	+1.5%	Shares	Sole	2024-08-02
2024-03-31	$4,070,878	4,190	-16.4%	Shares	Sole	2024-04-29
2023-12-31	$3,923,349	5,009	+1.9%	Shares	Sole	2024-01-29
2023-09-30	$3,081,201	4,916	-0.3%	Shares	Sole	2023-10-30
2023-06-30	$3,170,585	4,932	+15.9%	Shares	Sole	2023-08-02
2023-03-31	$2,255,660	4,255	-0.6%	Shares	Sole	2023-05-03
2022-12-31	$1,798,463	4,279	+50.9%	Shares	Sole	2023-05-01
2022-09-30	$1,037,610	2,835	-44.4%	Shares	Sole	2022-12-13
2022-06-30	$2,174,643	5,103	+12.1%	Shares	Sole	2022-08-11
2022-03-31	$2,448,275	4,554	+44.3%	Shares	Sole	2022-05-16
2021-12-31	$2,269,637	3,156	+17.7%	Shares	Sole	2022-02-11
2021-09-30	$1,525,891	2,681	-6.2%	Shares	Sole	2021-11-01
2021-06-30	$1,859,700	2,858	+27.0%	Shares	Sole	2021-07-19
2021-03-31	$1,339,290	2,250	+34.9%	Shares	Sole	2021-05-17
2020-12-31	$787,746	1,668	+18.2%	Shares	Sole	2021-01-28
2020-09-30	$468,099	1,411	+6.2%	Shares	Sole	2020-11-03
2020-06-30	$429,554	1,328	—	Shares	Sole	2020-07-29
No filing history on record for this holder in this stock.