BEACON FINANCIAL GROUP

Position in LRCX — Lam Research Corp

CIK 1591379 DALLAS, TX

Position in LRCX

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$2,220,382

+$1,181,140 QoQ

Shares Held

5,124

+5.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.60%

of 13F equity value

Holder Rank

#1,437

of 3,103 holders

Holding Since

Dec 2020

15 quarters on record

Technology · as of Jun 30, 2026

BEACON FINANCIAL GROUP holds $6,469,498 across 5 Semiconductor Equipment & Materials names. LRCX ranks #1 (34.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp This page	5,124	$2,220,382
2	KLAC	Kla Corp	5,149	$1,553,504
3	AMAT	Applied Materials Inc /De	2,070	$1,496,610
4	ASML	Asml Holding NV	395	$785,828
5	Q	Qnity Electronics, Inc.	2,530	$413,174

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,220,382	5,124	+5.3%	Shares	Sole	2026-07-16
2026-03-31	$1,039,242	4,864	-8.3%	Shares	Sole	2026-04-30
2025-12-31	$908,109	5,305	+4.0%	Shares	Sole	2026-04-01
2025-09-30	$683,023	5,101	-3.6%	Shares	Sole	2025-10-08
2025-06-30	$514,831	5,289	+6.5%	Shares	Sole	2025-07-09
2025-03-31	$361,028	4,966	-8.6%	Shares	Sole	2025-04-10
2024-12-31	$392,281	5,431	+918.9%	Shares	Sole	2025-01-29
2024-09-30	$434,970	533	+56.8%	Shares	Sole	2024-11-12
2024-06-30	$362,049	340	+8.3%	Shares	Sole	2024-08-06
2024-03-31	$305,072	314	0.0%	Shares	Sole	2024-05-07
2023-12-31	$245,943	314	-12.5%	Shares	Sole	2024-02-23
2021-12-31	$258,174	359	-13.9%	Shares	Sole	2022-01-07
2021-06-30	$271,341	417	-62.9%	Shares	Sole	2021-07-26
2021-03-31	$669,645	1,125	0.0%	Shares	Sole	2021-08-16
2020-12-31	$531,303	1,125	—	Shares	Sole	2021-01-15
No filing history on record for this holder in this stock.