Leeward Financial Partners, LLC

Position in LRCX — Lam Research Corp

CIK 1735201 Bellevue, WA

Position in LRCX

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$3,127,342

New position

Shares Held

7,217

first reported quarter

Ownership

0.001%

of shares outstanding

% of Portfolio

1.61%

of 13F equity value

Holder Rank

#1,302

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

Leeward Financial Partners, LLC holds $7,073,941 across 3 Semiconductor Equipment & Materials names. LRCX ranks #2 (44.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TER	Teradyne, Inc	7,719	$3,734,760
2	LRCX	Lam Research Corp This page	7,217	$3,127,342
3	AMAT	Applied Materials Inc /De	293	$211,839

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,127,342	7,217	—	Shares	Sole	2026-08-06
No filing history on record for this holder in this stock.