Position in LRCX
as of Jun 30, 2026
· filed Aug 20, 2026
Position Value
$4,076,768
+$2,204,680 QoQ
Shares Held
9,408
+7.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#1,196
of 3,114 holders
Holding Since
Mar 2020
26 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, 2026Rehmann Capital Advisory Group holds $20,830,302 across 7 Semiconductor Equipment & Materials names. LRCX ranks #3 (19.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | Q |
Qnity Electronics, Inc.
|
33,546 | $5,478,397 | |
| 2 | AMAT |
Applied Materials Inc /De
|
7,025 | $5,079,075 | |
| 3 | LRCX |
Lam Research Corp
This page
|
9,408 | $4,076,768 | |
| 4 | KLAC |
Kla Corp
|
7,921 | $2,389,844 | |
| 5 | ASML |
Asml Holding NV
|
1,148 | $2,283,877 | |
| 6 | ENTG |
Entegris Inc
|
6,737 | $1,211,716 | |
| 7 | TER |
Teradyne, Inc
|
642 | $310,625 |
All Filings in LRCX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,076,768 | 9,408 | Shares | Sole | 2026-08-20 | |
| 2026-03-31 | $1,872,088 | 8,762 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,521,276 | 8,887 | Shares | Sole | 2026-03-04 | |
| 2025-09-30 | $1,176,981 | 8,790 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $850,946 | 8,742 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $596,794 | 8,209 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $608,754 | 8,428 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $692,035 | 848 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $928,549 | 872 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,233,893 | 1,270 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,029,986 | 1,315 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $853,033 | 1,361 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $955,289 | 1,486 | Shares | Sole | 2023-08-23 | |
| 2023-03-31 | $810,023 | 1,528 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $631,710 | 1,503 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $574,620 | 1,570 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $699,738 | 1,642 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $896,195 | 1,667 | Shares | Sole | 2022-06-03 | |
| 2021-12-31 | $1,221,116 | 1,698 | Shares | Sole | 2022-03-02 | |
| 2021-09-30 | $947,634 | 1,665 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $1,065,195 | 1,637 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,019,646 | 1,713 | Shares | Sole | 2021-05-26 | |
| 2020-12-31 | $853,391 | 1,807 | Shares | Sole | 2021-02-19 | |
| 2020-09-30 | $639,945 | 1,929 | Shares | Sole | 2020-11-19 | |
| 2020-06-30 | $653,389 | 2,020 | Shares | Sole | 2020-11-20 | |
| 2020-03-31 | $473,520 | 1,973 | Shares | Sole | 2020-11-20 | |
| No filing history on record for this holder in this stock. | ||||||