Position in LRCX
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$4,487,998
+$2,311,871 QoQ
Shares Held
10,357
+1.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,155
of 3,103 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Derivatives in LRCX
reported options exposure · as of Mar 31, 2021CallValue
$119,048
CallShares
2,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Valeo Financial Advisors, LLC holds $17,041,554 across 5 Semiconductor Equipment & Materials names. LRCX ranks #3 (26.3% of the industry book) .
All Filings in LRCX
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,487,998 | 10,357 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $2,176,127 | 10,185 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,845,696 | 16,624 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $2,131,821 | 15,921 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,574,377 | 16,174 | Shares | Sole | 2025-09-12 | |
| 2025-03-31 | $1,112,382 | 15,301 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,313,213 | 18,181 | Shares | Sole | 2025-01-30 | |
| 2024-06-30 | $1,492,919 | 1,402 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $1,258,183 | 1,295 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,001,006 | 1,278 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $617,995 | 986 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $574,073 | 893 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $1,509,781 | 2,848 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $1,120,940 | 2,667 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,297,104 | 3,544 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $1,503,457 | 3,528 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,571,971 | 2,924 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $1,320,359 | 1,836 | Shares | Sole | 2022-01-07 | |
| 2021-09-30 | $1,536,135 | 2,699 | Shares | Sole | 2021-11-02 | |
| 2021-03-31 | $2,238,102 | 3,760 | Shares | Sole | 2021-04-12 | |
| 2021-03-31 | $119,048 | 200 | Call | Sole | 2021-04-12 | |
| 2020-12-31 | $1,715,284 | 3,632 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $721,224 | 2,174 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $129,384 | 400 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $182,400 | 760 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||