Position in LRCX
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$2,048,358
+$259,185 QoQ
Shares Held
9,587
-8.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 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 Mar 31, 2026Sunbelt Securities, Inc. holds $4,611,173 across 20 Semiconductor Equipment & Materials names. LRCX ranks #1 (44.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
9,587 | $2,048,358 | |
| 2 | AMAT |
Applied Materials Inc /De
|
2,241 | $765,951 | |
| 3 | Q |
Qnity Electronics, Inc.
|
6,353 | $733,009 | |
| 4 | KLAC |
Kla Corp
|
3,780 | $556,570 | |
| 5 | ASML |
Asml Holding NV
|
279 | $368,511 | |
| 6 | TER |
Teradyne, Inc
|
153 | $45,358 | |
| 7 | AEHR |
Aehr Test Systems
|
650 | $24,102 | |
| 8 | ACLS |
Axcelis Technologies Inc
|
237 | $22,059 |
All Filings in LRCX
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,048,358 | 9,587 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,789,173 | 10,452 | Shares | Sole | 2026-02-20 | |
| 2025-09-30 | $1,736,281 | 12,967 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $1,279,144 | 13,141 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $946,408 | 13,018 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $949,174 | 13,141 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $1,278,797 | 1,567 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $1,632,415 | 1,533 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $1,433,065 | 1,475 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,387,936 | 1,772 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $1,079,297 | 1,722 | Shares | Sole | 2023-12-11 | |
| 2023-06-30 | $1,080,004 | 1,680 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $856,673 | 1,616 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $432,909 | 1,030 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $453,108 | 1,238 | Shares | Sole | 2022-11-21 | |
| 2022-06-30 | $610,672 | 1,433 | Shares | Sole | 2022-10-03 | |
| 2022-03-31 | $448,366 | 834 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $647,954 | 901 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||