Holistic Financial Partners

Position in LRCX — Lam Research Corp

CIK 1729304 INDIANAPOLIS, IN

Position in LRCX

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$291,197

+$78,392 QoQ

Shares Held

672

-32.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.41%

of 13F equity value

Holder Rank

#2,645

of 3,103 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Holistic Financial Partners holds $991,785 across 3 Semiconductor Equipment & Materials names. LRCX ranks #3 (29.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De	548	$396,204
2	ASML	Asml Holding NV	153	$304,384
3	LRCX	Lam Research Corp This page	672	$291,197

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$291,197	672	-32.5%	Shares	Sole	2026-07-23
2026-03-31	$212,805	996	—	Shares	Sole	2026-05-05
No filing history on record for this holder in this stock.