Kathmere Capital Management, LLC

Position in LRCX — Lam Research Corp

CIK 1794543 WAYNE, PA

Position in LRCX

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

Position Value

$3,379,974

+$2,184,333 QoQ

Shares Held

7,800

+39.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.53%

of 13F equity value

Holder Rank

#1,276

of 3,114 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Kathmere Capital Management, LLC holds $9,843,170 across 4 Semiconductor Equipment & Materials names. LRCX ranks #1 (34.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp This page	7,800	$3,379,974
2	ASML	Asml Holding NV	1,387	$2,759,353
3	KLAC	Kla Corp	7,934	$2,393,767
4	AMAT	Applied Materials Inc /De	1,812	$1,310,076

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,379,974	7,800	+39.4%	Shares	Sole	2026-07-29
2026-03-31	$1,195,641	5,596	+43.6%	Shares	Sole	2026-04-28
2025-12-31	$667,088	3,897	+75.5%	Shares	Sole	2026-01-13
2025-09-30	$297,258	2,220	—	Shares	Sole	2025-10-22
No filing history on record for this holder in this stock.