Position in LRCX
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$16,681,471
+$10,070,617 QoQ
Shares Held
38,496
+24.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.29%
of 13F equity value
Holder Rank
#684
of 3,103 holders
Holding Since
Dec 2020
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Proficio Capital Partners LLC holds $23,321,534 across 7 Semiconductor Equipment & Materials names. LRCX ranks #1 (71.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
38,496 | $16,681,471 | |
| 2 | AMAT |
Applied Materials Inc /De
|
4,396 | $3,178,308 | |
| 3 | KLAC |
Kla Corp
|
5,988 | $1,806,639 | |
| 4 | ONTO |
Onto Innovation Inc.
|
1,635 | $618,765 | |
| 5 | TER |
Teradyne, Inc
|
933 | $451,422 | |
| 6 | AMKR |
Amkor Technology, Inc.
|
4,452 | $383,895 | |
| 7 | Q |
Qnity Electronics, Inc.
|
1,231 | $201,034 |
All Filings in LRCX
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,681,471 | 38,496 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $6,610,854 | 30,941 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,467,831 | 31,942 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $4,330,593 | 32,342 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $3,604,694 | 37,032 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $2,715,272 | 37,349 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $2,671,498 | 36,986 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $2,829,349 | 3,467 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $3,864,340 | 3,629 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $3,499,595 | 3,602 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $2,814,253 | 3,593 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,857,444 | 4,559 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $2,924,370 | 4,549 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,644,238 | 4,988 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $225,701 | 537 | Shares | Sole | 2023-01-30 | |
| 2022-03-31 | $2,575,151 | 4,790 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $343,753 | 478 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $295,388 | 519 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $325,350 | 500 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $298,810 | 502 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $215,827 | 457 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||