Position in LRCX
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,833,852
+$843,752 QoQ
Shares Held
4,232
-8.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#1,531
of 3,103 holders
Holding Since
Jun 2025
5 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, 2026McAdam, LLC holds $4,969,403 across 4 Semiconductor Equipment & Materials names. LRCX ranks #1 (36.9% of the industry book) .
All Filings in LRCX
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,833,852 | 4,232 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $990,100 | 4,634 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $585,435 | 3,420 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $390,854 | 2,919 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $303,992 | 3,123 | Shares | Sole | 2025-07-15 | |
| No filing history on record for this holder in this stock. | ||||||