Position in LRCX
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,027,425
+$545,836 QoQ
Shares Held
2,371
+5.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.79%
of 13F equity value
Holder Rank
#1,860
of 3,103 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026FINANCIAL CONSULATE, INC holds $1,989,513 across 8 Semiconductor Equipment & Materials names. LRCX ranks #1 (51.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
2,371 | $1,027,425 | |
| 2 | ASML |
Asml Holding NV
|
287 | $570,969 | |
| 3 | AMAT |
Applied Materials Inc /De
|
331 | $239,313 | |
| 4 | KLAC |
Kla Corp
|
272 | $82,065 | |
| 5 | Q |
Qnity Electronics, Inc.
|
194 | $31,682 | |
| 6 | TER |
Teradyne, Inc
|
64 | $30,965 | |
| 7 | NVMI |
Nova Ltd.
|
11 | $5,972 | |
| 8 | ICHR |
Ichor Holdings, Ltd.
|
10 | $1,122 |
All Filings in LRCX
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,027,425 | 2,371 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $481,589 | 2,254 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $369,235 | 2,157 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $281,190 | 2,100 | Shares | Sole | 2025-10-21 | |
| No filing history on record for this holder in this stock. | ||||||