David J Yvars Group

Position in LRCX — Lam Research Corp

CIK 1836266 UNIVERSITY PARK, FL

Position in LRCX

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$905,659

New position

Shares Held

2,090

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.91%

of 13F equity value

Holder Rank

#1,935

of 3,114 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

David J Yvars Group holds $1,662,816 across 3 Semiconductor Equipment & Materials names. LRCX ranks #1 (54.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp This page	2,090	$905,659
2	AMAT	Applied Materials Inc /De	640	$462,720
3	ASML	Asml Holding NV	148	$294,437

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$905,659	2,090	—	Shares	Sole	2026-07-07
No filing history on record for this holder in this stock.