Position in LRCX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,257,969
+$6,169,016 QoQ
Shares Held
19,057
+94.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#915
of 3,103 holders
Holding Since
Mar 2021
20 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Mutual Advisors, LLC holds $30,626,995 across 7 Semiconductor Equipment & Materials names. LRCX ranks #1 (27.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
19,057 | $8,257,969 | |
| 2 | AMAT |
Applied Materials Inc /De
|
10,904 | $7,883,592 | |
| 3 | ASML |
Asml Holding NV
|
3,377 | $6,718,338 | |
| 4 | KLAC |
Kla Corp
|
18,560 | $5,599,737 | |
| 5 | TER |
Teradyne, Inc
|
2,355 | $1,139,443 | |
| 6 | Q |
Qnity Electronics, Inc.
|
5,019 | $819,652 | |
| 7 | KLIC |
Kulicke & Soffa Industries Inc
|
1,557 | $208,264 |
All Filings in LRCX
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,257,969 | 19,057 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,088,953 | 9,777 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,481,254 | 14,495 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,539,983 | 11,501 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $991,797 | 10,189 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $710,860 | 9,778 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $756,825 | 10,478 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $638,836 | 8,343 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $2,181,877 | 2,049 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,680,816 | 1,730 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $1,045,652 | 1,335 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $778,448 | 1,242 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $439,716 | 684 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $289,445 | 546 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $213,932 | 509 | Shares | Sole | 2023-01-12 | |
| 2022-03-31 | $210,205 | 391 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $288,379 | 401 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $220,261 | 387 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $253,122 | 389 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $219,048 | 368 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||