ISTHMUS PARTNERS, LLC

Position in LRCX — Lam Research Corp

CIK 1639666 MADISON, WI

Position in LRCX

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$563,329

+$264,205 QoQ

Shares Held

1,300

-7.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#746

of 1,164 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

ISTHMUS PARTNERS, LLC holds $32,862,766 across 4 Semiconductor Equipment & Materials names. LRCX ranks #4 (1.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De	34,016	$24,593,568
2	ACLS	Axcelis Technologies Inc	23,594	$4,469,883
3	PLAB	Photronics Inc	99,477	$3,235,986
4	LRCX	Lam Research Corp This page	1,300	$563,329

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$563,329	1,300	-7.1%	Shares	Sole	2026-07-20
2026-03-31	$299,124	1,400	—	Shares	Sole	2026-04-30
No filing history on record for this holder in this stock.