Gryphon Financial Partners LLC

Position in LRCX — Lam Research Corp

CIK 1729094 COLUMBUS, OH

Position in LRCX

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$1,186,890

+$761,707 QoQ

Shares Held

2,739

+37.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#1,783

of 3,103 holders

Holding Since

Dec 2023

8 quarters on record

Voting authority Sole 54% Shared 41% None 5%

Technology · as of Jun 30, 2026

Gryphon Financial Partners LLC holds $7,287,586 across 4 Semiconductor Equipment & Materials names. LRCX ranks #4 (16.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De	4,050	$2,928,150
2	ASML	Asml Holding NV	977	$1,943,682
3	KLAC	Kla Corp	4,073	$1,228,864
4	LRCX	Lam Research Corp This page	2,739	$1,186,890

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,186,890	2,739	+37.6%	Shares	Sole	2026-08-05
2026-03-31	$425,183	1,990	+13.6%	Shares	Sole	2026-05-06
2025-12-31	$299,907	1,752	+4.0%	Shares	Sole	2026-01-08
2025-09-30	$225,487	1,684	+176.1%	Shares	Sole	2025-11-12
2024-09-30	$497,808	610	-0.8%	Shares	Sole	2024-11-08
2024-06-30	$654,881	615	-2.5%	Shares	Sole	2024-08-07
2024-03-31	$613,059	631	+2.3%	Shares	Sole	2024-05-01
2023-12-31	$483,271	617	—	Shares	Sole	2024-02-13
No filing history on record for this holder in this stock.