Position in LRCX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$6,966,646
+$3,507,705 QoQ
Shares Held
16,077
-0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.34%
of 13F equity value
Holder Rank
#989
of 3,129 holders
Holding Since
Jun 2022
17 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, 2026Salomon & Ludwin, LLC holds $10,731,085 across 19 Semiconductor Equipment & Materials names. LRCX ranks #1 (64.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
16,077 | $6,966,646 | |
| 2 | AMAT |
Applied Materials Inc /De
|
3,123 | $2,257,929 | |
| 3 | ASML |
Asml Holding NV
|
240 | $477,465 | |
| 4 | KLAC |
Kla Corp
|
820 | $247,402 | |
| 5 | FORM |
Formfactor Inc
|
807 | $129,063 | |
| 6 | KLIC |
Kulicke & Soffa Industries Inc
|
738 | $98,714 | |
| 7 | ATEYY |
Advantest Corp
|
445 | $92,586 | |
| 8 | UCTT |
Ultra Clean Holdings, Inc.
|
520 | $74,146 |
All Filings in LRCX
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,966,646 | 16,077 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $3,458,941 | 16,189 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,771,233 | 16,189 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $2,159,405 | 16,127 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,536,998 | 15,790 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,153,749 | 15,870 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,146,290 | 15,870 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,295,118 | 1,587 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,689,916 | 1,587 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,541,881 | 1,587 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $1,243,033 | 1,587 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $994,683 | 1,587 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,020,218 | 1,587 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $841,300 | 1,587 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $667,016 | 1,587 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $580,842 | 1,587 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $672,890 | 1,579 | Shares | Sole | 2022-08-03 | |
| No filing history on record for this holder in this stock. | ||||||