Trek Financial, LLC

Position in LRCX — Lam Research Corp

CIK 1768195 Scottsdale, AZ

Position in LRCX

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$10,897,382

+$1,098,721 QoQ

Shares Held

25,148

-45.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.42%

of 13F equity value

Holder Rank

#807

of 3,103 holders

Holding Since

Mar 2024

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Trek Financial, LLC holds $24,992,369 across 4 Semiconductor Equipment & Materials names. LRCX ranks #2 (43.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De	16,711	$12,082,053
2	LRCX	Lam Research Corp This page	25,148	$10,897,382
3	KLAC	Kla Corp	4,707	$1,420,148
4	AEHR	Aehr Test Systems	6,171	$592,786

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,897,382	25,148	-45.2%	Shares	Sole	2026-08-13
2026-03-31	$9,798,661	45,861	-9.0%	Shares	Sole	2026-05-13
2025-12-31	$8,629,526	50,412	+78.5%	Shares	Sole	2026-02-04
2025-09-30	$3,782,139	28,246	+13746.1%	Shares	Sole	2025-10-31
2024-06-30	$217,229	204	-4.2%	Shares	Sole	2024-08-12
2024-03-31	$206,944	213	—	Shares	Sole	2024-05-14
No filing history on record for this holder in this stock.