Ballast, Inc.

Position in LRCX — Lam Research Corp

CIK 1730477 Lexington, KY

Position in LRCX

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$651,728

New position

Shares Held

1,504

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.35%

of 13F equity value

Holder Rank

#2,111

of 3,103 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Ballast, Inc. holds $1,651,386 across 3 Semiconductor Equipment & Materials names. LRCX ranks #1 (39.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp This page	1,504	$651,728
2	ASML	Asml Holding NV	298	$592,853
3	Q	Qnity Electronics, Inc.	2,491	$406,805

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$651,728	1,504	—	Shares	Sole	2026-07-10
No filing history on record for this holder in this stock.