Position in LRCX
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$124,799
+$72,025 QoQ
Shares Held
288
+16.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#2,931
of 3,103 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026RAFFA WEALTH MANAGEMENT, LLC holds $466,066 across 17 Semiconductor Equipment & Materials names. LRCX ranks #2 (26.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
194 | $140,262 | |
| 2 | LRCX |
Lam Research Corp
This page
|
288 | $124,799 | |
| 3 | ASML |
Asml Holding NV
|
49 | $97,482 | |
| 4 | KLAC |
Kla Corp
|
226 | $68,186 | |
| 5 | TER |
Teradyne, Inc
|
32 | $15,482 | |
| 6 | Q |
Qnity Electronics, Inc.
|
45 | $7,348 | |
| 7 | IPGP |
Ipg Photonics Corp
|
22 | $2,581 | |
| 8 | AMKR |
Amkor Technology, Inc.
|
16 | $1,379 |
All Filings in LRCX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $124,799 | 288 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $52,774 | 247 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $42,452 | 248 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $33,207 | 248 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $20,636 | 212 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $12,068 | 166 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $16,757 | 232 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $2,203 | 27 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $2,875 | 27 | Shares | Sole | 2026-07-27 | |
| 2024-03-31 | $2,623 | 27 | Shares | Sole | 2026-07-27 | |
| 2023-12-31 | $2,663 | 34 | Shares | Sole | 2026-07-27 | |
| 2023-09-30 | $2,131 | 34 | Shares | Sole | 2026-07-27 | |
| 2023-06-30 | $2,185 | 34 | Shares | Sole | 2026-07-27 | |
| 2023-03-31 | $1,802 | 34 | Shares | Sole | 2026-07-27 | |
| 2022-12-31 | $1,429 | 34 | Shares | Sole | 2026-07-27 | |
| 2022-09-30 | $1,244 | 34 | Shares | Sole | 2026-07-27 | |
| 2022-06-30 | $1,448 | 34 | Shares | Sole | 2026-07-27 | |
| 2022-03-31 | $1,827 | 34 | Shares | Sole | 2026-07-27 | |
| 2021-12-31 | $2,445 | 34 | Shares | Sole | 2026-07-27 | |
| 2021-09-30 | $1,650 | 29 | Shares | Sole | 2026-07-27 | |
| 2021-06-30 | $1,887 | 29 | Shares | Sole | 2026-07-27 | |
| 2021-03-31 | $1,726 | 29 | Shares | Sole | 2026-07-27 | |
| 2020-12-31 | $1,227 | 26 | Shares | Sole | 2026-07-27 | |
| 2020-09-30 | $862 | 26 | Shares | Sole | 2026-07-27 | |
| 2020-06-30 | $679 | 21 | Shares | Sole | 2026-07-27 | |
| 2020-03-31 | $504 | 21 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||