Position in LRCX
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$13,005,533
+$7,276,241 QoQ
Shares Held
30,013
+11.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#754
of 3,103 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Procyon Advisors, LLC holds $43,453,369 across 8 Semiconductor Equipment & Materials names. LRCX ranks #1 (29.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
30,013 | $13,005,533 | |
| 2 | KLAC |
Kla Corp
|
40,572 | $12,240,978 | |
| 3 | AMAT |
Applied Materials Inc /De
|
13,459 | $9,730,857 | |
| 4 | ASML |
Asml Holding NV
|
3,422 | $6,807,863 | |
| 5 | KLIC |
Kulicke & Soffa Industries Inc
|
4,869 | $651,277 | |
| 6 | PLAB |
Photronics Inc
|
15,326 | $498,554 | |
| 7 | TER |
Teradyne, Inc
|
563 | $272,401 | |
| 8 | ACLS |
Axcelis Technologies Inc
|
1,298 | $245,906 |
All Filings in LRCX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,005,533 | 30,013 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $5,729,292 | 26,815 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $4,385,289 | 25,618 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,910,753 | 14,270 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,160,974 | 11,927 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,247,459 | 17,159 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $1,091,178 | 15,107 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,211,062 | 1,484 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $1,645,193 | 1,545 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,917,879 | 1,974 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,593,150 | 2,034 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $1,373,879 | 2,192 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,350,648 | 2,101 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,024,721 | 1,933 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $691,393 | 1,645 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $574,254 | 1,569 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $603,002 | 1,415 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $801,038 | 1,490 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $1,096,703 | 1,525 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $871,937 | 1,532 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $949,371 | 1,459 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $854,764 | 1,436 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $677,235 | 1,434 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $397,768 | 1,199 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $407,559 | 1,260 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $300,480 | 1,252 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||