Strategic Investment Advisors / MI

Position in LRCX — Lam Research Corp

CIK 1760540 FARMINGTON HILLS, MI

Position in LRCX

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$4,722,863

+$2,325,598 QoQ

Shares Held

10,899

-2.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.85%

of 13F equity value

Holder Rank

#1,136

of 3,103 holders

Holding Since

Mar 2020

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Strategic Investment Advisors / MI holds $15,270,067 across 5 Semiconductor Equipment & Materials names. LRCX ranks #2 (30.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KLAC	Kla Corp	21,156	$6,382,976
2	LRCX	Lam Research Corp This page	10,899	$4,722,863
3	AMAT	Applied Materials Inc /De	4,860	$3,513,780
4	ASML	Asml Holding NV	265	$527,201
5	NVMI	Nova Ltd.	227	$123,247

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,722,863	10,899	-2.9%	Shares	Sole	2026-08-14
2026-03-31	$2,397,265	11,220	+102.2%	Shares	Sole	2026-05-18
2025-12-31	$949,877	5,549	-26.2%	Shares	Sole	2026-02-17
2025-09-30	$1,006,928	7,520	-8.9%	Shares	Sole	2025-12-17
2025-06-30	$803,444	8,254	+24.8%	Shares	Sole	2025-08-15
2025-03-31	$480,692	6,612	+460.3%	Shares	Sole	2025-04-23
2022-12-31	$495,954	1,180	-6.0%	Shares	Sole	2023-01-20
2022-09-30	$459,330	1,255	-30.7%	Shares	Sole	2022-10-27
2022-06-30	$771,331	1,810	+4.6%	Shares	Sole	2022-08-15
2022-03-31	$930,065	1,730	-0.3%	Shares	Sole	2022-04-28
2021-12-31	$1,248,444	1,736	-0.3%	Shares	Sole	2022-01-26
2021-09-30	$991,459	1,742	+9.3%	Shares	Sole	2021-10-19
2021-06-30	$1,037,215	1,594	-52.1%	Shares	Sole	2021-07-22
2021-03-31	$1,980,363	3,327	+25.6%	Shares	Sole	2021-04-14
2020-12-31	$1,251,043	2,649	+76.8%	Shares	Sole	2021-01-13
2020-09-30	$496,961	1,498	-0.7%	Shares	Sole	2020-10-14
2020-06-30	$487,777	1,508	-5.5%	Shares	Sole	2020-08-04
2020-03-31	$383,040	1,596	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.