Position in LRCX
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$213,631
+$153,166 QoQ
Shares Held
493
+74.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#2,841
of 3,103 holders
Holding Since
Sep 2020
24 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, 2026TFC Financial Management, Inc. holds $1,793,759 across 8 Semiconductor Equipment & Materials names. LRCX ranks #4 (11.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
1,147 | $829,281 | |
| 2 | ASML |
Asml Holding NV
|
206 | $409,824 | |
| 3 | Q |
Qnity Electronics, Inc.
|
1,697 | $277,137 | |
| 4 | LRCX |
Lam Research Corp
This page
|
493 | $213,631 | |
| 5 | KLAC |
Kla Corp
|
210 | $63,359 | |
| 6 | ACLS |
Axcelis Technologies Inc
|
1 | $189 | |
| 7 | ENTG |
Entegris Inc
|
1 | $179 | |
| 8 | FORM |
Formfactor Inc
|
1 | $159 |
All Filings in LRCX
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $213,631 | 493 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $60,465 | 283 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $48,786 | 285 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $37,492 | 280 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $27,255 | 280 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $20,792 | 286 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $20,224 | 280 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $33,459 | 41 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $30,880 | 29 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $27,203 | 28 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $21,931 | 28 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $17,549 | 28 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $10,285 | 16 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $7,421 | 14 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $5,043 | 12 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $4,392 | 12 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $5,113 | 12 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $6,451 | 12 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $8,629 | 12 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $6,829 | 12 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $7,808 | 12 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $7,142 | 12 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $5,667 | 12 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $3,981 | 12 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||