Position in LRCX
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$774,360
+$366,911 QoQ
Shares Held
1,787
-6.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#2,006
of 3,103 holders
Holding Since
Jun 2023
13 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, 2026First Pacific Financial holds $3,709,441 across 9 Semiconductor Equipment & Materials names. LRCX ranks #3 (20.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
|
759 | $1,509,984 | |
| 2 | AMAT |
Applied Materials Inc /De
|
1,679 | $1,213,917 | |
| 3 | LRCX |
Lam Research Corp
This page
|
1,787 | $774,360 | |
| 4 | KLAC |
Kla Corp
|
523 | $157,794 | |
| 5 | ONTO |
Onto Innovation Inc.
|
47 | $17,787 | |
| 6 | VECO |
Veeco Instruments Inc
|
176 | $13,340 | |
| 7 | FORM |
Formfactor Inc
|
80 | $12,794 | |
| 8 | IPGP |
Ipg Photonics Corp
|
71 | $8,329 |
All Filings in LRCX
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $774,360 | 1,787 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $407,449 | 1,907 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $293,231 | 1,713 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $236,467 | 1,766 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $171,902 | 1,766 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $119,228 | 1,640 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $118,457 | 1,640 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $133,837 | 164 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $174,635 | 164 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $159,337 | 164 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $140,203 | 179 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $112,191 | 179 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $115,071 | 179 | Shares | Sole | 2023-08-08 | |
| No filing history on record for this holder in this stock. | ||||||