Position in LRCX
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$879,226
+$411,525 QoQ
Shares Held
2,029
-7.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#1,942
of 3,103 holders
Holding Since
Sep 2025
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, 2026FLC Capital Advisors holds $4,097,145 across 7 Semiconductor Equipment & Materials names. LRCX ranks #2 (21.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KLAC |
Kla Corp
|
6,420 | $1,936,978 | |
| 2 | LRCX |
Lam Research Corp
This page
|
2,029 | $879,226 | |
| 3 | AMKR |
Amkor Technology, Inc.
|
3,133 | $270,158 | |
| 4 | KLIC |
Kulicke & Soffa Industries Inc
|
2,000 | $267,520 | |
| 5 | AMAT |
Applied Materials Inc /De
|
365 | $263,895 | |
| 6 | ASML |
Asml Holding NV
|
126 | $250,669 | |
| 7 | FORM |
Formfactor Inc
|
1,430 | $228,699 |
All Filings in LRCX
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $879,226 | 2,029 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $467,701 | 2,189 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $325,584 | 1,902 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $254,677 | 1,902 | Shares | Sole | 2025-10-17 | |
| No filing history on record for this holder in this stock. | ||||||