Position in LRCX
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$4,995,428
+$2,547,526 QoQ
Shares Held
11,528
+0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.82%
of 13F equity value
Holder Rank
#1,115
of 3,103 holders
Holding Since
Jun 2022
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, 2026Everhart Financial Group, Inc. holds $16,233,775 across 8 Semiconductor Equipment & Materials names. LRCX ranks #2 (30.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
10,084 | $7,290,732 | |
| 2 | LRCX |
Lam Research Corp
This page
|
11,528 | $4,995,428 | |
| 3 | KLAC |
Kla Corp
|
5,589 | $1,686,257 | |
| 4 | ASML |
Asml Holding NV
|
406 | $807,712 | |
| 5 | Q |
Qnity Electronics, Inc.
|
3,925 | $640,991 | |
| 6 | TER |
Teradyne, Inc
|
723 | $349,816 | |
| 7 | ONTO |
Onto Innovation Inc.
|
677 | $256,210 | |
| 8 | FORM |
Formfactor Inc
|
1,292 | $206,629 |
All Filings in LRCX
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,995,428 | 11,528 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $2,447,902 | 11,457 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $1,887,430 | 11,026 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,203,761 | 8,990 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $648,479 | 6,662 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $635,470 | 8,741 | Shares | Sole | 2025-04-16 | |
| 2024-09-30 | $491,280 | 602 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $883,825 | 830 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $714,103 | 735 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $356,383 | 455 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $248,827 | 397 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $218,572 | 340 | Shares | Sole | 2023-07-13 | |
| 2022-06-30 | $211,796 | 497 | Shares | Sole | 2022-07-12 | |
| No filing history on record for this holder in this stock. | ||||||