FORTEM FINANCIAL GROUP, LLC

Position in LRCX — Lam Research Corp

CIK 1766509 PALM DESERT, CA

Position in LRCX

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$13,502,129

+$7,101,944 QoQ

Shares Held

31,159

+4.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

3.60%

of 13F equity value

Holder Rank

#743

of 3,103 holders

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

FORTEM FINANCIAL GROUP, LLC holds $54,594,284 across 4 Semiconductor Equipment & Materials names. LRCX ranks #3 (24.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KLAC	Kla Corp	67,049	$20,229,353
2	AMAT	Applied Materials Inc /De	19,333	$13,977,759
3	LRCX	Lam Research Corp This page	31,159	$13,502,129
4	TER	Teradyne, Inc	14,230	$6,885,043

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,502,129	31,159	+4.0%	Shares	Sole	2026-07-20
2026-03-31	$6,400,185	29,955	-5.5%	Shares	Sole	2026-04-16
2025-12-31	$5,426,406	31,700	+6.9%	Shares	Sole	2026-02-04
2025-09-30	$3,970,135	29,650	+14.4%	Shares	Sole	2025-11-04
2025-06-30	$2,523,539	25,925	+169.4%	Shares	Sole	2025-08-12
2025-03-31	$699,664	9,624	+146.1%	Shares	Sole	2025-05-01
2024-12-31	$282,419	3,910	+928.9%	Shares	Sole	2025-01-06
2024-09-30	$310,110	380	-4.5%	Shares	Sole	2024-11-18
2024-06-30	$423,810	398	-1.0%	Shares	Sole	2024-08-02
2024-03-31	$390,571	402	-0.2%	Shares	Sole	2024-05-01
2023-12-31	$315,653	403	-0.2%	Shares	Sole	2024-02-13
2023-09-30	$253,215	404	-1.9%	Shares	Sole	2023-10-10
2023-06-30	$264,858	412	-29.9%	Shares	Sole	2023-07-18
2023-03-31	$311,710	588	-70.1%	Shares	Sole	2023-04-21
2022-12-31	$825,889	1,965	-26.3%	Shares	Sole	2023-01-17
2022-09-30	$975,756	2,666	+460.1%	Shares	Sole	2022-11-01
2022-03-31	$255,902	476	-39.6%	Shares	Sole	2022-04-27
2021-12-31	$566,690	788	-0.6%	Shares	Sole	2022-01-20
2021-09-30	$451,335	793	-1.0%	Shares	Sole	2021-10-15
2021-06-30	$521,210	801	-86.9%	Shares	Sole	2021-07-14
2021-03-31	$3,651,797	6,135	-10.0%	Shares	Sole	2021-04-20
2020-12-31	$3,220,881	6,820	—	Shares	Sole	2021-01-29
No filing history on record for this holder in this stock.