Independent Advisor Alliance

Position in LRCX — Lam Research Corp

CIK 1696899 CHARLOTTE, NC

Position in LRCX

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$19,764,180

+$9,920,651 QoQ

Shares Held

45,610

-1.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.51%

of 13F equity value

Holder Rank

#619

of 3,103 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Independent Advisor Alliance holds $69,336,207 across 9 Semiconductor Equipment & Materials names. LRCX ranks #1 (28.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp This page	45,610	$19,764,180
2	AMAT	Applied Materials Inc /De	24,353	$17,607,219
3	ASML	Asml Holding NV	7,738	$15,394,285
4	KLAC	Kla Corp	42,697	$12,882,111
5	TER	Teradyne, Inc	2,485	$1,202,342
6	ONTO	Onto Innovation Inc.	1,988	$752,358
7	Q	Qnity Electronics, Inc.	4,103	$670,060
8	CAMT	Camtek Ltd	3,923	$639,919

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$19,764,180	45,610	-1.0%	Shares	Sole	2026-08-12
2026-03-31	$9,843,529	46,071	+5.8%	Shares	Sole	2026-05-12
2025-12-31	$7,453,519	43,542	+4.9%	Shares	Sole	2026-02-04
2025-09-30	$5,560,063	41,524	+2.3%	Shares	Sole	2025-11-04
2025-06-30	$3,950,835	40,588	-1.6%	Shares	Sole	2025-08-11
2025-03-31	$2,999,020	41,252	+14.8%	Shares	Sole	2025-05-12
2024-12-31	$2,595,223	35,930	+1402.7%	Shares	Sole	2025-02-07
2024-09-30	$1,951,247	2,391	-9.3%	Shares	Sole	2024-11-13
2024-06-30	$2,805,879	2,635	+6.9%	Shares	Sole	2024-08-12
2024-03-31	$2,393,948	2,464	+20.7%	Shares	Sole	2024-05-08
2023-12-31	$1,599,416	2,042	+8.3%	Shares	Sole	2024-02-08
2023-09-30	$1,181,461	1,885	+8.0%	Shares	Sole	2023-10-24
2023-06-30	$1,121,790	1,745	+6.0%	Shares	Sole	2023-07-28
2023-03-31	$873,107	1,647	-10.0%	Shares	Sole	2023-05-12
2022-09-30	$669,780	1,830	-8.5%	Shares	Sole	2022-11-04
2022-06-30	$851,873	1,999	-5.8%	Shares	Sole	2022-08-04
2022-03-31	$1,140,808	2,122	-0.7%	Shares	Sole	2022-05-06
2021-12-31	$1,536,823	2,137	+4.9%	Shares	Sole	2022-02-11
2021-09-30	$1,159,358	2,037	+3.3%	Shares	Sole	2021-11-01
2021-06-30	$1,282,529	1,971	+7.1%	Shares	Sole	2021-08-12
2021-03-31	$1,095,836	1,841	+1.5%	Shares	Sole	2021-05-14
2020-12-31	$856,697	1,814	+16.2%	Shares	Sole	2021-02-11
2020-09-30	$517,861	1,561	+1.6%	Shares	Sole	2020-11-04
2020-06-30	$497,158	1,537	-3.1%	Shares	Sole	2020-08-06
2020-03-31	$380,640	1,586	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.