EXENCIAL WEALTH ADVISORS, LLC

Position in LRCX — Lam Research Corp

CIK 1576151 OKLAHOMA CITY, OK

Position in LRCX

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$996,082

+$183,662 QoQ

Shares Held

4,662

-1.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2020

23 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Technology · as of Mar 31, 2026

EXENCIAL WEALTH ADVISORS, LLC holds $29,224,296 across 5 Semiconductor Equipment & Materials names. LRCX ranks #4 (3.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ASML	Asml Holding NV	12,937	$17,087,577
2	KLAC	Kla Corp	53,780	$7,918,620
3	AMAT	Applied Materials Inc /De	8,661	$2,960,243
4	LRCX	Lam Research Corp This page	4,662	$996,082
5	TER	Teradyne, Inc	883	$261,774

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$996,082	4,662	-1.8%	Shares	Sole	2026-04-28
2025-12-31	$812,420	4,746	+6.4%	Shares	Sole	2026-01-30
2025-09-30	$597,194	4,460	+11.3%	Shares	Sole	2025-10-27
2025-06-30	$390,138	4,008	+0.5%	Shares	Sole	2025-07-30
2025-03-31	$289,927	3,988	+2.7%	Shares	Sole	2025-05-09
2024-12-31	$280,541	3,884	+748.0%	Shares	Sole	2025-02-06
2024-09-30	$373,764	458	-8.0%	Shares	Sole	2024-10-31
2024-06-30	$530,295	498	-17.8%	Shares	Sole	2024-08-12
2024-03-31	$588,771	606	+2.5%	Shares	Sole	2024-05-10
2023-12-31	$462,906	591	-59.9%	Shares	Sole	2024-02-13
2023-09-30	$923,858	1,474	-16.4%	Shares	Sole	2023-11-08
2023-06-30	$1,133,362	1,763	-7.6%	Shares	Sole	2023-08-10
2023-03-31	$1,010,938	1,907	-91.7%	Shares	Sole	2023-05-02
2022-12-31	$9,651,769	22,964	+56.8%	Shares	Sole	2023-02-14
2022-09-30	$5,360,070	14,645	-39.5%	Shares	Sole	2022-11-08
2022-06-30	$10,319,222	24,215	+12.8%	Shares	Sole	2022-08-11
2022-03-31	$11,543,561	21,472	-21.0%	Shares	Sole	2022-05-12
2021-12-31	$19,547,935	27,182	+43.0%	Shares	Sole	2022-02-10
2021-09-30	$10,814,988	19,002	-4.2%	Shares	Sole	2021-11-04
2021-06-30	$12,907,285	19,836	+4.8%	Shares	Sole	2021-08-16
2021-03-31	$11,263,130	18,922	-12.6%	Shares	Sole	2021-05-06
2020-12-31	$10,226,534	21,654	-19.5%	Shares	Sole	2021-02-11
2020-09-30	$8,924,738	26,902	—	Shares	Sole	2020-11-13
No filing history on record for this holder in this stock.