Kozak & Associates, Inc.

Position in LRCX — Lam Research Corp

CIK 1764970 HIGHLANDS RANCH, CO

Position in LRCX

as of Jun 30, 2026 · filed Jul 2, 2026 Compact

Position Value

$402,996

+$204,293 QoQ

Shares Held

930

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#2,443

of 3,103 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Kozak & Associates, Inc. holds $464,895 across 5 Semiconductor Equipment & Materials names. LRCX ranks #1 (86.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp This page	930	$402,996
2	ASML	Asml Holding NV	13	$25,862
3	ACLS	Axcelis Technologies Inc	107	$20,271
4	AMAT	Applied Materials Inc /De	20	$14,460
5	Q	Qnity Electronics, Inc.	8	$1,306

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$402,996	930	0.0%	Shares	Sole	2026-07-02
2026-03-31	$198,703	930	+0.1%	Shares	Sole	2026-04-14
2025-12-31	$159,026	929	+0.1%	Shares	Sole	2026-01-12
2025-09-30	$124,259	928	+0.2%	Shares	Sole	2025-11-18
2025-06-30	$90,136	926	+0.2%	Shares	Sole	2025-07-10
2025-03-31	$67,174	924	+0.7%	Shares	Sole	2025-04-15
2024-12-31	$66,307	918	-73.0%	Shares	Sole	2025-01-06
2024-09-30	$252,298	3,403	+903.8%	Shares	Sole	2024-10-17
2024-06-30	$360,984	339	0.0%	Shares	Sole	2024-07-05
2024-03-31	$329,362	339	+89.4%	Shares	Sole	2024-05-17
2023-12-31	$140,203	179	+40.9%	Shares	Sole	2024-01-17
2023-09-30	$79,599	127	+9.5%	Shares	Sole	2023-10-17
2023-06-30	$74,571	116	0.0%	Shares	Sole	2023-07-05
2023-03-31	$61,493	116	0.0%	Shares	Sole	2023-04-03
2022-12-31	$48,754	116	-50.2%	Shares	Sole	2023-01-03
2022-09-30	$85,278	233	0.0%	Shares	Sole	2022-10-12
2022-06-30	$99,292	233	+19.5%	Shares	Sole	2022-10-12
2022-03-31	$104,833	195	0.0%	Shares	Sole	2022-05-26
2021-12-31	$140,234	195	+80.6%	Shares	Sole	2022-03-11
2021-09-30	$61,468	108	—	Shares	Sole	2021-11-16
No filing history on record for this holder in this stock.