Alhambra Investment Management LLC

Position in LRCX — Lam Research Corp

CIK 1802696 PALMETTO BAY, FL

Position in LRCX

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$1,229,357

+$492,871 QoQ

Shares Held

2,837

-17.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.02%

of 13F equity value

Holder Rank

#1,763

of 3,103 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 46% Shared 0% None 54%

Technology · as of Jun 30, 2026

Alhambra Investment Management LLC holds $3,685,637 across 5 Semiconductor Equipment & Materials names. LRCX ranks #1 (33.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp This page	2,837	$1,229,357
2	KLAC	Kla Corp	3,614	$1,090,379
3	AMAT	Applied Materials Inc /De	1,142	$825,666
4	ASML	Asml Holding NV	146	$290,458
5	ONTO	Onto Innovation Inc.	660	$249,777

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,229,357	2,837	-17.7%	Shares	Sole	2026-07-16
2026-03-31	$736,486	3,447	-15.1%	Shares	Sole	2026-04-15
2025-12-31	$694,819	4,059	-21.2%	Shares	Sole	2026-01-15
2025-09-30	$690,120	5,154	-1.1%	Shares	Sole	2025-10-15
2025-06-30	$507,433	5,213	+22.3%	Shares	Sole	2025-07-15
2025-03-31	$309,774	4,261	+22.6%	Shares	Sole	2025-04-15
2024-12-31	$251,071	3,476	—	Shares	Sole	2025-01-15
No filing history on record for this holder in this stock.