MAGNOLIA CAPITAL ADVISORS LLC

Position in LRCX — Lam Research Corp

CIK 1803662 RIDGELAND, MS

Position in LRCX

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,017,458

+$483,095 QoQ

Shares Held

2,348

-6.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

#1,872

of 3,103 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

MAGNOLIA CAPITAL ADVISORS LLC holds $2,567,528 across 3 Semiconductor Equipment & Materials names. LRCX ranks #2 (39.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De	1,822	$1,317,306
2	LRCX	Lam Research Corp This page	2,348	$1,017,458
3	ASML	Asml Holding NV	117	$232,764

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,017,458	2,348	-6.1%	Shares	Sole	2026-08-14
2026-03-31	$534,363	2,501	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.