Position in LRCX
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,176,057
+$586,997 QoQ
Shares Held
2,714
-1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,799
of 3,114 holders
Holding Since
Jun 2024
8 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, 2026KAVAR CAPITAL PARTNERS GROUP, LLC holds $6,193,531 across 4 Semiconductor Equipment & Materials names. LRCX ranks #2 (19.0% of the industry book) .
All Filings in LRCX
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,176,057 | 2,714 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $589,060 | 2,757 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $468,862 | 2,739 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $412,010 | 3,077 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $303,311 | 3,116 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $226,533 | 3,116 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $225,357 | 3,120 | Shares | Sole | 2025-01-22 | |
| 2024-06-30 | $310,936 | 292 | Shares | Sole | 2024-07-19 | |
| No filing history on record for this holder in this stock. | ||||||