Position in LRCX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,255,790
+$622,289 QoQ
Shares Held
2,898
-2.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.57%
of 13F equity value
Holder Rank
#1,750
of 3,103 holders
Holding Since
Jun 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Brio Consultants, LLC holds $2,570,833 across 4 Semiconductor Equipment & Materials names. LRCX ranks #1 (48.8% of the industry book) .
All Filings in LRCX
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,255,790 | 2,898 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $633,501 | 2,965 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $508,404 | 2,970 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $411,474 | 3,073 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $288,223 | 2,961 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $205,377 | 2,825 | Shares | Sole | 2025-07-07 | |
| 2024-06-30 | $222,553 | 209 | Shares | Sole | 2024-08-05 | |
| No filing history on record for this holder in this stock. | ||||||