Position in LRCX
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$2,409,313
+$1,303,838 QoQ
Shares Held
5,560
+7.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#1,406
of 3,103 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 78%
Shared 0%
None 22%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026TRUST POINT INC. holds $9,567,740 across 8 Semiconductor Equipment & Materials names. LRCX ranks #2 (25.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
|
1,433 | $2,850,866 | |
| 2 | LRCX |
Lam Research Corp
This page
|
5,560 | $2,409,313 | |
| 3 | KLAC |
Kla Corp
|
5,284 | $1,594,235 | |
| 4 | ONTO |
Onto Innovation Inc.
|
1,751 | $662,665 | |
| 5 | ENTG |
Entegris Inc
|
3,378 | $607,566 | |
| 6 | TER |
Teradyne, Inc
|
1,255 | $607,219 | |
| 7 | COHU |
Cohu Inc
|
6,466 | $477,901 | |
| 8 | Q |
Qnity Electronics, Inc.
|
2,192 | $357,975 |
All Filings in LRCX
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,409,313 | 5,560 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $1,105,475 | 5,174 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $865,657 | 5,057 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $632,543 | 4,724 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $583,650 | 5,996 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $334,928 | 4,607 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $333,341 | 4,615 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $637,358 | 781 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $819,934 | 770 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $791,829 | 815 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $449,591 | 574 | Shares | Sole | 2024-01-23 | |
| No filing history on record for this holder in this stock. | ||||||