Position in LRCX
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$584,995
+$296,554 QoQ
Shares Held
1,350
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#2,187
of 3,103 holders
Holding Since
Jun 2024
4 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, 2026Covenant Asset Management, LLC holds $38,896,579 across 3 Semiconductor Equipment & Materials names. LRCX ranks #3 (1.5% of the industry book) .
All Filings in LRCX
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $584,995 | 1,350 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $288,441 | 1,350 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $231,093 | 1,350 | Shares | Sole | 2026-01-30 | |
| 2024-06-30 | $210,840 | 198 | Shares | Sole | 2024-08-02 | |
| No filing history on record for this holder in this stock. | ||||||