Position in LRCX
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$2,113,783
+$1,114,496 QoQ
Shares Held
4,878
+4.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.82%
of 13F equity value
Holder Rank
#1,466
of 3,103 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Capital Advisors, Ltd. LLC holds $5,351,378 across 15 Semiconductor Equipment & Materials names. LRCX ranks #1 (39.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
4,878 | $2,113,783 | |
| 2 | AMAT |
Applied Materials Inc /De
|
2,314 | $1,673,022 | |
| 3 | KLAC |
Kla Corp
|
3,113 | $939,223 | |
| 4 | ASML |
Asml Holding NV
|
199 | $395,898 | |
| 5 | TER |
Teradyne, Inc
|
365 | $176,601 | |
| 6 | Q |
Qnity Electronics, Inc.
|
271 | $44,257 | |
| 7 | FORM |
Formfactor Inc
|
13 | $2,079 | |
| 8 | ONTO |
Onto Innovation Inc.
|
5 | $1,892 |
All Filings in LRCX
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,113,783 | 4,878 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $999,287 | 4,677 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $795,302 | 4,646 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $615,270 | 4,595 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $432,286 | 4,441 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $302,722 | 4,164 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $298,887 | 4,138 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $336,224 | 412 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $431,264 | 405 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $383,770 | 395 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $182,499 | 233 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $146,037 | 233 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $149,786 | 233 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $7,951 | 15 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $6 | 233 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,562 | 7 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $3,409 | 8 | Shares | Sole | 2022-08-05 | |
| 2021-12-31 | $1,438 | 2 | Shares | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||