ARTHUR M. COHEN & ASSOCIATES, LLC

Position in LRCX — Lam Research Corp

CIK 1692252 NORTHBROOK, IL

Position in LRCX

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$285,997

New position

Shares Held

660

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#2,660

of 3,103 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

ARTHUR M. COHEN & ASSOCIATES, LLC holds $5,863,958 across 3 Semiconductor Equipment & Materials names. LRCX ranks #3 (4.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ASML	Asml Holding NV	2,444	$4,862,191
2	AMAT	Applied Materials Inc /De	990	$715,770
3	LRCX	Lam Research Corp This page	660	$285,997

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$285,997	660	—	Shares	Sole	2026-08-11
No filing history on record for this holder in this stock.