Position in LRCX
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$55,466
+$29,827 QoQ
Shares Held
128
+6.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#2,987
of 3,103 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Cedar Mountain Advisors, LLC holds $1,507,243 across 14 Semiconductor Equipment & Materials names. LRCX ranks #3 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
1,639 | $1,184,997 | |
| 2 | KLAC |
Kla Corp
|
276 | $83,271 | |
| 3 | LRCX |
Lam Research Corp
This page
|
128 | $55,466 | |
| 4 | ASML |
Asml Holding NV
|
20 | $39,788 | |
| 5 | NVMI |
Nova Ltd.
|
54 | $29,318 | |
| 6 | ACMR |
ACM Research, Inc.
|
230 | $29,184 | |
| 7 | COHU |
Cohu Inc
|
328 | $24,242 | |
| 8 | ICHR |
Ichor Holdings, Ltd.
|
214 | $24,027 |
All Filings in LRCX
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $55,466 | 128 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $25,639 | 120 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $5,991 | 35 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $5,222 | 39 | Shares | Sole | 2025-10-24 | |
| No filing history on record for this holder in this stock. | ||||||