Ethic Inc.

Position in LRCX — Lam Research Corp

CIK 1780570 NEW YORK, NY

Position in LRCX

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$75,101,288

+$38,368,220 QoQ

Shares Held

173,312

+0.8% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.97%

of 13F equity value

Holder Rank

#340

of 3,103 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 92% Shared 0% None 8%

Technology · as of Jun 30, 2026

Ethic Inc. holds $272,437,864 across 18 Semiconductor Equipment & Materials names. LRCX ranks #2 (27.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De	114,400	$82,711,200
2	LRCX	Lam Research Corp This page	173,312	$75,101,288
3	KLAC	Kla Corp	176,055	$53,117,554
4	ASML	Asml Holding NV	21,320	$42,414,858
5	TER	Teradyne, Inc	14,156	$6,849,239
6	ENTG	Entegris Inc	12,338	$2,219,112
7	AMKR	Amkor Technology, Inc.	23,939	$2,064,259
8	ONTO	Onto Innovation Inc.	4,755	$1,799,529

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$75,101,288	173,312	+0.8%	Shares	Sole	2026-07-29
2026-03-31	$36,733,068	171,923	-6.3%	Shares	Sole	2026-04-27
2025-12-31	$31,417,692	183,536	-0.1%	Shares	Sole	2026-02-03
2025-09-30	$24,604,258	183,751	-1.9%	Shares	Sole	2025-10-17
2025-06-30	$18,232,463	187,307	+2.0%	Shares	Sole	2025-07-30
2025-03-31	$13,354,263	183,690	-2.4%	Shares	Sole	2025-05-13
2024-12-31	$13,594,119	188,206	+1190.3%	Shares	Sole	2025-02-14
2024-09-30	$11,903,342	14,586	-4.4%	Shares	Sole	2024-11-13
2024-06-30	$16,245,351	15,256	+4.6%	Shares	Sole	2024-08-13
2024-03-31	$14,171,320	14,586	+0.3%	Shares	Sole	2024-05-13
2023-12-31	$11,387,033	14,538	+25.6%	Shares	Sole	2024-02-14
2023-09-30	$7,254,862	11,575	+6.4%	Shares	Sole	2023-11-14
2023-06-30	$6,991,102	10,875	+1.4%	Shares	Sole	2023-08-14
2023-03-31	$5,686,067	10,726	+42.7%	Shares	Sole	2023-05-12
2022-12-31	$3,159,395	7,517	+2.7%	Shares	Sole	2023-02-14
2022-09-30	$2,679,486	7,321	+24.4%	Shares	Sole	2022-11-14
2022-06-30	$2,508,318	5,886	+13.2%	Shares	Sole	2022-08-10
2022-03-31	$2,796,109	5,201	-19.2%	Shares	Sole	2022-05-16
2021-12-31	$4,631,326	6,440	+42.2%	Shares	Sole	2022-02-14
2021-09-30	$2,578,249	4,530	+8.9%	Shares	Sole	2021-11-15
2021-06-30	$2,705,610	4,158	+56.0%	Shares	Sole	2021-08-10
2021-03-31	$1,586,909	2,666	+76.0%	Shares	Sole	2021-05-13
2020-12-31	$715,489	1,515	+34.1%	Shares	Sole	2021-02-10
2020-09-30	$374,877	1,130	+57.2%	Shares	Sole	2020-10-27
2020-06-30	$232,567	719	—	Shares	Sole	2020-08-12
No filing history on record for this holder in this stock.