Position in LRCX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,020,058
+$600,858 QoQ
Shares Held
2,354
+20.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,868
of 3,103 holders
Holding Since
Sep 2021
16 quarters on record
Voting authority
Sole 75%
Shared 0%
None 25%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026MCF Advisors LLC holds $4,562,462 across 14 Semiconductor Equipment & Materials names. LRCX ranks #1 (22.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
2,354 | $1,020,058 | |
| 2 | KLAC |
Kla Corp
|
3,351 | $1,011,030 | |
| 3 | TER |
Teradyne, Inc
|
2,028 | $981,227 | |
| 4 | AMAT |
Applied Materials Inc /De
|
788 | $569,724 | |
| 5 | Q |
Qnity Electronics, Inc.
|
2,545 | $415,623 | |
| 6 | ASML |
Asml Holding NV
|
175 | $348,151 | |
| 7 | AEHR |
Aehr Test Systems
|
506 | $48,606 | |
| 8 | IPGP |
Ipg Photonics Corp
|
328 | $38,480 |
All Filings in LRCX
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,020,058 | 2,354 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $419,200 | 1,962 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $264,644 | 1,546 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $198,975 | 1,486 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $141,045 | 1,449 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $14,540 | 200 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $18,057 | 250 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $20,402 | 25 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $26,621 | 25 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $24,289 | 25 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $37,596 | 48 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $3,133 | 5 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $3,214 | 5 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $2,650 | 5 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $2,101 | 5 | Shares | Sole | 2023-01-31 | |
| 2021-09-30 | $1,707 | 3 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||