Position in LRCX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,765,386
+$911,601 QoQ
Shares Held
4,074
+2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#1,555
of 3,103 holders
Holding Since
Jun 2023
13 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, 2026Shepherd Financial Partners LLC holds $4,559,298 across 4 Semiconductor Equipment & Materials names. LRCX ranks #2 (38.7% of the industry book) .
All Filings in LRCX
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,765,386 | 4,074 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $853,785 | 3,996 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $696,017 | 4,066 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $815,317 | 6,089 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $596,207 | 6,125 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $441,434 | 6,072 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $419,367 | 5,806 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $468,429 | 574 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $583,537 | 548 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $525,619 | 541 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $408,861 | 522 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $320,279 | 511 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $332,358 | 517 | Shares | Sole | 2023-08-11 | |
| No filing history on record for this holder in this stock. | ||||||