Fortis Capital Management LLC

Position in LRCX — Lam Research Corp

CIK 1802167 BELLEVUE, WA

Position in LRCX

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

Position Value

$683,361

+$358,171 QoQ

Shares Held

1,577

+3.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#2,080

of 3,103 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Fortis Capital Management LLC holds $1,366,994 across 3 Semiconductor Equipment & Materials names. LRCX ranks #1 (50.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp This page	1,577	$683,361
2	KLAC	Kla Corp	1,257	$379,249
3	ASML	Asml Holding NV	153	$304,384

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$683,361	1,577	+3.6%	Shares	Sole	2026-08-13
2026-03-31	$325,190	1,522	-3.5%	Shares	Sole	2026-05-12
2025-12-31	$270,122	1,578	—	Shares	Sole	2026-02-13
No filing history on record for this holder in this stock.