Position in LRCX
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$4,146,968
+$1,994,344 QoQ
Shares Held
9,570
-5.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#1,186
of 3,114 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 70%
Shared 30%
None 0%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Belpointe Asset Management LLC holds $22,333,397 across 9 Semiconductor Equipment & Materials names. LRCX ranks #3 (18.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KLAC |
Kla Corp
|
18,443 | $5,564,437 | |
| 2 | AMAT |
Applied Materials Inc /De
|
7,031 | $5,083,413 | |
| 3 | LRCX |
Lam Research Corp
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|
9,570 | $4,146,968 | |
| 4 | ASML |
Asml Holding NV
|
1,836 | $3,652,611 | |
| 5 | TER |
Teradyne, Inc
|
2,598 | $1,257,016 | |
| 6 | ENTG |
Entegris Inc
|
6,907 | $1,242,293 | |
| 7 | Q |
Qnity Electronics, Inc.
|
4,061 | $663,201 | |
| 8 | AEHR |
Aehr Test Systems
|
4,289 | $412,001 |
All Filings in LRCX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,146,968 | 9,570 | Shares | Other | 2026-07-31 | |
| 2026-03-31 | $2,152,624 | 10,075 | Shares | Other | 2026-04-28 | |
| 2025-12-31 | $2,690,436 | 15,717 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $2,396,274 | 17,896 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,730,997 | 17,783 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,405,291 | 19,330 | Shares | Other | 2025-05-20 | |
| 2024-12-31 | $129,941 | 1,799 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,289,920 | 2,806 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,650,517 | 1,550 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,551,597 | 1,597 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,225,018 | 1,564 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,000,324 | 1,596 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,040,790 | 1,619 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,441,926 | 2,720 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,096,562 | 2,609 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $965,142 | 2,637 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,092,222 | 2,563 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,392,409 | 2,590 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $1,704,385 | 2,370 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,902,099 | 3,342 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,090,048 | 3,212 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $773,812 | 1,300 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $890,701 | 1,886 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $613,405 | 1,849 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $570,259 | 1,763 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $413,760 | 1,724 | Shares | Sole | 2020-07-20 | |
| No filing history on record for this holder in this stock. | ||||||