Position in LRCX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$11,772,709
+$4,090,351 QoQ
Shares Held
27,168
-24.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#782
of 3,103 holders
Holding Since
Dec 2021
12 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, 2026Summit Financial, LLC holds $79,796,901 across 7 Semiconductor Equipment & Materials names. LRCX ranks #3 (14.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
55,314 | $39,992,022 | |
| 2 | ASML |
Asml Holding NV
|
8,672 | $17,252,422 | |
| 3 | LRCX |
Lam Research Corp
This page
|
27,168 | $11,772,709 | |
| 4 | KLAC |
Kla Corp
|
28,281 | $8,532,660 | |
| 5 | TER |
Teradyne, Inc
|
3,470 | $1,678,924 | |
| 6 | Q |
Qnity Electronics, Inc.
|
1,923 | $314,045 | |
| 7 | AMKR |
Amkor Technology, Inc.
|
2,947 | $254,119 |
All Filings in LRCX
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,772,709 | 27,168 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $7,682,358 | 35,956 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,377,448 | 31,414 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,420,778 | 18,079 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $769,472 | 7,905 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $511,953 | 7,042 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $589,757 | 8,165 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $678,162 | 831 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $718,773 | 675 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $224,432 | 231 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $234,978 | 300 | Shares | Sole | 2024-02-06 | |
| 2021-12-31 | $248,825 | 346 | Shares | Sole | 2022-02-07 | |
| No filing history on record for this holder in this stock. | ||||||