Probity Advisors, Inc.

Position in LRCX — Lam Research Corp

CIK 1676603 DALLAS, TX

Position in LRCX

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$10,528,185

+$4,199,576 QoQ

Shares Held

24,296

-18.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

5.90%

of 13F equity value

Holder Rank

#817

of 3,103 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Probity Advisors, Inc. holds $14,217,352 across 4 Semiconductor Equipment & Materials names. LRCX ranks #1 (74.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp This page	24,296	$10,528,185
2	AMAT	Applied Materials Inc /De	2,913	$2,106,099
3	KLAC	Kla Corp	2,649	$799,229
4	ASML	Asml Holding NV	394	$783,839

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,528,185	24,296	-18.0%	Shares	Sole	2026-07-31
2026-03-31	$6,328,609	29,620	-8.7%	Shares	Sole	2026-04-28
2025-12-31	$5,551,538	32,431	-8.1%	Shares	Sole	2026-01-27
2025-09-30	$4,725,197	35,289	-5.6%	Shares	Sole	2025-10-30
2025-06-30	$3,637,498	37,369	-0.4%	Shares	Sole	2025-07-30
2025-03-31	$2,727,631	37,519	+3.8%	Shares	Sole	2025-05-09
2024-12-31	$2,610,681	36,144	+859.0%	Shares	Sole	2025-03-05
2024-09-30	$3,075,805	3,769	-1.9%	Shares	Sole	2024-10-16
2024-06-30	$4,092,218	3,843	-5.1%	Shares	Sole	2024-08-14
2024-03-31	$3,934,858	4,050	-7.0%	Shares	Sole	2024-05-03
2023-12-31	$3,412,663	4,357	-11.1%	Shares	Sole	2024-02-12
2023-09-30	$3,072,426	4,902	-2.3%	Shares	Sole	2023-11-14
2023-06-30	$3,224,585	5,016	-4.6%	Shares	Sole	2023-08-10
2022-12-31	$2,209,517	5,257	+1.3%	Shares	Sole	2023-02-15
2022-09-30	$1,898,442	5,187	-5.3%	Shares	Sole	2022-11-14
2022-06-30	$2,334,875	5,479	+1.5%	Shares	Sole	2022-08-12
2022-03-31	$2,903,094	5,400	+1.7%	Shares	Sole	2022-05-10
2021-12-31	$3,818,686	5,310	-12.0%	Shares	Sole	2022-02-10
2021-09-30	$3,433,112	6,032	+6.0%	Shares	Sole	2021-10-08
2021-06-30	$3,702,483	5,690	+1.4%	Shares	Sole	2021-08-06
2021-03-31	$3,341,677	5,614	-11.0%	Shares	Sole	2021-04-28
2020-09-30	$2,092,015	6,306	+2.0%	Shares	Sole	2020-11-09
2020-06-30	$2,000,600	6,185	-3.4%	Shares	Sole	2020-08-03
2020-03-31	$1,536,240	6,401	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.