Position in LRCX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$10,630,451
+$5,190,454 QoQ
Shares Held
24,532
-3.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#814
of 3,103 holders
Holding Since
Sep 2020
24 quarters on record
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026KESTRA PRIVATE WEALTH SERVICES, LLC holds $73,410,344 across 9 Semiconductor Equipment & Materials names. LRCX ranks #4 (14.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
|
11,598 | $23,073,523 | |
| 2 | AMAT |
Applied Materials Inc /De
|
24,453 | $17,679,519 | |
| 3 | KLAC |
Kla Corp
|
56,740 | $17,119,025 | |
| 4 | LRCX |
Lam Research Corp
This page
|
24,532 | $10,630,451 | |
| 5 | TER |
Teradyne, Inc
|
4,383 | $2,120,670 | |
| 6 | Q |
Qnity Electronics, Inc.
|
8,679 | $1,417,367 | |
| 7 | UCTT |
Ultra Clean Holdings, Inc.
|
4,222 | $602,014 | |
| 8 | ICHR |
Ichor Holdings, Ltd.
|
4,955 | $556,347 |
All Filings in LRCX
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,630,451 | 24,532 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $5,439,997 | 25,461 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $5,336,707 | 31,176 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $4,382,413 | 32,729 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $2,497,355 | 25,656 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,889,182 | 25,986 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $2,209,876 | 30,595 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $1,714,584 | 2,101 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,104,143 | 1,976 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,011,149 | 2,070 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $1,645,629 | 2,101 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,333,139 | 2,127 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,276,077 | 1,985 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $770,264 | 1,453 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $590,101 | 1,404 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $618,174 | 1,689 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $626,014 | 1,469 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $788,136 | 1,466 | Shares | Sole | 2022-07-21 | |
| 2021-12-31 | $939,209 | 1,306 | Shares | Sole | 2022-07-21 | |
| 2021-09-30 | $712,575 | 1,252 | Shares | Sole | 2022-07-26 | |
| 2021-06-30 | $991,666 | 1,524 | Shares | Sole | 2022-07-27 | |
| 2021-03-31 | $863,098 | 1,450 | Shares | Sole | 2022-07-27 | |
| 2020-12-31 | $574,752 | 1,217 | Shares | Sole | 2022-07-28 | |
| 2020-09-30 | $274,689 | 828 | Shares | Sole | 2022-07-28 | |
| No filing history on record for this holder in this stock. | ||||||