Strategic Blueprint, LLC

Position in LRCX — Lam Research Corp

CIK 1767821 ATLANTA, GA

Position in LRCX

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$3,004,710

+$1,935,983 QoQ

Shares Held

6,934

+38.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.57%

of 13F equity value

Holder Rank

#1,332

of 3,114 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Strategic Blueprint, LLC holds $9,241,195 across 6 Semiconductor Equipment & Materials names. LRCX ranks #1 (32.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp This page	6,934	$3,004,710
2	AMAT	Applied Materials Inc /De	3,508	$2,536,284
3	TER	Teradyne, Inc	3,219	$1,557,480
4	NVMI	Nova Ltd.	2,750	$1,493,085
5	ASML	Asml Holding NV	199	$395,898
6	KLAC	Kla Corp	841	$253,738

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,004,710	6,934	+38.6%	Shares	Sole	2026-07-23
2026-03-31	$1,068,727	5,002	-13.9%	Shares	Sole	2026-04-29
2025-12-31	$994,555	5,810	-16.0%	Shares	Sole	2026-01-30
2025-09-30	$925,918	6,915	-11.8%	Shares	Sole	2025-10-23
2025-06-30	$762,853	7,837	-11.7%	Shares	Sole	2025-07-30
2025-03-31	$645,430	8,878	-9.3%	Shares	Sole	2025-04-29
2024-12-31	$707,131	9,790	+1129.9%	Shares	Sole	2025-01-23
2024-09-30	$649,599	796	-14.6%	Shares	Sole	2024-10-25
2024-06-30	$0	0	—	Call	Sole	2024-07-26
2024-06-30	$992,440	932	-6.0%	Shares	Sole	2024-07-26
2024-03-31	$962,825	991	+0.9%	Shares	Sole	2024-04-23
2023-12-31	$769,161	982	-13.6%	Shares	Sole	2024-01-25
2023-09-30	$712,637	1,137	+18.2%	Shares	Sole	2023-10-18
2023-06-30	$618,431	962	-0.4%	Shares	Sole	2023-10-18
2023-03-31	$512,095	966	+3.0%	Shares	Sole	2023-04-28
2022-12-31	$394,241	938	+4.6%	Shares	Sole	2023-01-26
2022-09-30	$328,302	897	-19.0%	Shares	Sole	2022-11-08
2022-06-30	$472,174	1,108	-0.4%	Shares	Sole	2022-08-12
2022-03-31	$597,822	1,112	+20.0%	Shares	Sole	2022-08-12
2021-12-31	$666,652	927	+27.0%	Shares	Sole	2022-02-14
2021-09-30	$415,479	730	+75.1%	Shares	Sole	2021-11-12
2021-06-30	$271,341	417	—	Shares	Sole	2021-08-12
No filing history on record for this holder in this stock.