Position in LRCX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$166,578,551
+$65,642,149 QoQ
Shares Held
384,415
-18.6% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
1.78%
of 13F equity value
Holder Rank
#233
of 3,103 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Vest Financial, LLC holds $528,561,881 across 6 Semiconductor Equipment & Materials names. LRCX ranks #2 (31.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
268,892 | $194,408,916 | |
| 2 | LRCX |
Lam Research Corp
This page
|
384,415 | $166,578,551 | |
| 3 | KLAC |
Kla Corp
|
526,414 | $158,824,367 | |
| 4 | ASML |
Asml Holding NV
|
3,793 | $7,545,945 | |
| 5 | AMKR |
Amkor Technology, Inc.
|
9,000 | $776,070 | |
| 6 | KLIC |
Kulicke & Soffa Industries Inc
|
3,200 | $428,032 |
All Filings in LRCX
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $166,578,551 | 384,415 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $100,936,402 | 472,416 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $93,916,537 | 548,642 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $56,360,518 | 420,915 | Shares | Defined | 2025-10-30 | |
| 2025-06-30 | $26,994,912 | 277,326 | Shares | Defined | 2025-07-25 | |
| 2025-03-31 | $10,420,308 | 143,333 | Shares | Defined | 2025-04-11 | |
| 2024-12-31 | $33,215,471 | 459,857 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $2,937,153 | 35,991 | Shares | Defined | 2024-10-18 | |
| 2024-06-30 | $22,716,445 | 21,333 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $19,069,004 | 19,627 | Shares | Defined | 2024-04-30 | |
| 2023-12-31 | $12,922,223 | 16,498 | Shares | Defined | 2024-01-11 | |
| 2023-09-30 | $9,279,956 | 14,806 | Shares | Defined | 2023-10-30 | |
| 2023-06-30 | $5,481,024 | 8,526 | Shares | Defined | 2023-07-28 | |
| 2023-03-31 | $1,407,468 | 2,655 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $359,776 | 856 | Shares | Defined | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||