GABLES CAPITAL MANAGEMENT INC.

Position in LRCX — Lam Research Corp

CIK 1740839 MIAMI, FL

Position in LRCX

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

Position Value

$959,825

+$523,959 QoQ

Shares Held

2,215

+8.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

#1,900

of 3,103 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

GABLES CAPITAL MANAGEMENT INC. holds $1,499,863 across 5 Semiconductor Equipment & Materials names. LRCX ranks #1 (64.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp This page	2,215	$959,825
2	ASML	Asml Holding NV	90	$179,049
3	AMAT	Applied Materials Inc /De	230	$166,290
4	KLAC	Kla Corp	510	$153,872
5	Q	Qnity Electronics, Inc.	250	$40,827

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$959,825	2,215	+8.6%	Shares	Sole	2026-08-10
2026-03-31	$435,866	2,040	0.0%	Shares	Sole	2026-05-01
2025-12-31	$349,207	2,040	0.0%	Shares	Sole	2026-02-06
2025-09-30	$273,156	2,040	0.0%	Shares	Sole	2025-11-06
2025-06-30	$198,573	2,040	0.0%	Shares	Sole	2025-07-30
2025-03-31	$148,308	2,040	0.0%	Shares	Sole	2025-05-08
2024-12-31	$147,349	2,040	+900.0%	Shares	Sole	2025-02-07
2024-06-30	$217,229	204	0.0%	Shares	Sole	2024-08-08
2024-03-31	$198,200	204	0.0%	Shares	Sole	2024-05-06
2023-12-31	$159,785	204	0.0%	Shares	Sole	2024-02-08
2023-09-30	$127,861	204	0.0%	Shares	Sole	2023-11-03
2023-06-30	$131,143	204	0.0%	Shares	Sole	2023-08-03
2023-03-31	$108,144	204	0.0%	Shares	Sole	2023-05-04
2022-12-31	$85,741	204	0.0%	Shares	Sole	2023-02-06
2022-09-30	$74,664	204	0.0%	Shares	Sole	2022-11-01
2022-06-30	$86,934	204	0.0%	Shares	Sole	2022-07-18
2022-03-31	$109,672	204	0.0%	Shares	Sole	2022-05-02
2021-12-31	$146,706	204	0.0%	Shares	Sole	2022-02-09
2021-09-30	$116,106	204	0.0%	Shares	Sole	2021-11-12
2021-06-30	$132,742	204	0.0%	Shares	Sole	2021-08-03
2021-03-31	$121,428	204	0.0%	Shares	Sole	2021-05-12
2020-12-31	$96,343	204	0.0%	Shares	Sole	2021-02-03
2020-09-30	$67,677	204	0.0%	Shares	Sole	2020-11-12
2020-06-30	$65,985	204	0.0%	Shares	Sole	2020-07-30
2020-03-31	$48,960	204	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.