Position in LRCX
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$4,363,199
+$958,100 QoQ
Shares Held
10,069
-36.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#1,163
of 3,103 holders
Holding Since
Mar 2022
17 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, 2026RFG Advisory, LLC holds $20,071,153 across 6 Semiconductor Equipment & Materials names. LRCX ranks #3 (21.7% of the industry book) .
All Filings in LRCX
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,363,199 | 10,069 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $3,405,099 | 15,937 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $3,369,507 | 19,684 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,892,140 | 14,131 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $736,279 | 7,564 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $559,281 | 7,693 | Shares | Sole | 2025-04-09 | |
| 2024-09-30 | $377,028 | 462 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $506,868 | 476 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $597,515 | 615 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $357,949 | 457 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $367,287 | 586 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $393,430 | 612 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $227,421 | 429 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $181,569 | 432 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $167,262 | 457 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $183,244 | 430 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $205,367 | 382 | Shares | Sole | 2022-05-11 | |
| No filing history on record for this holder in this stock. | ||||||