Position in LRCX
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$4,545,198
+$1,766,978 QoQ
Shares Held
10,489
-19.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#1,149
of 3,103 holders
Holding Since
Jun 2020
18 quarters on record
Voting authority
Sole 42%
Shared 0%
None 58%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Verdence Capital Advisors LLC holds $73,895,417 across 9 Semiconductor Equipment & Materials names. LRCX ranks #5 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
35,859 | $25,926,057 | |
| 2 | KLAC |
Kla Corp
|
81,347 | $24,543,203 | |
| 3 | ONTO |
Onto Innovation Inc.
|
26,052 | $9,859,379 | |
| 4 | ASML |
Asml Holding NV
|
3,500 | $6,963,039 | |
| 5 | LRCX |
Lam Research Corp
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|
10,489 | $4,545,198 | |
| 6 | ENTG |
Entegris Inc
|
4,525 | $813,866 | |
| 7 | IPGP |
Ipg Photonics Corp
|
4,865 | $570,761 | |
| 8 | Q |
Qnity Electronics, Inc.
|
2,426 | $396,190 |
All Filings in LRCX
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,545,198 | 10,489 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $2,778,220 | 13,003 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,953,506 | 11,412 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,482,942 | 11,075 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,059,740 | 10,887 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $773,673 | 10,642 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $760,726 | 10,532 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $869,941 | 1,066 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $1,054,201 | 990 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $960,882 | 989 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $784,043 | 1,001 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $621,129 | 991 | Shares | Sole | 2023-10-25 | |
| 2021-09-30 | $694,363 | 1,220 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,240,884 | 1,907 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $1,438,695 | 2,417 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $1,337,468 | 2,832 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $939,847 | 2,833 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $916,362 | 2,833 | Shares | Sole | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||