Position in LRCX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,166,524
+$473,839 QoQ
Shares Held
2,692
-17.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,792
of 3,103 holders
Holding Since
Sep 2020
23 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, 2026NFSG Corp holds $4,956,039 across 12 Semiconductor Equipment & Materials names. LRCX ranks #2 (23.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
|
835 | $1,661,182 | |
| 2 | LRCX |
Lam Research Corp
This page
|
2,692 | $1,166,524 | |
| 3 | AMAT |
Applied Materials Inc /De
|
1,544 | $1,116,312 | |
| 4 | AEHR |
Aehr Test Systems
|
3,645 | $350,138 | |
| 5 | Q |
Qnity Electronics, Inc.
|
1,495 | $244,148 | |
| 6 | ICHR |
Ichor Holdings, Ltd.
|
1,150 | $129,122 | |
| 7 | KLAC |
Kla Corp
|
421 | $127,019 | |
| 8 | PLAB |
Photronics Inc
|
1,750 | $56,927 |
All Filings in LRCX
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,166,524 | 2,692 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $692,685 | 3,242 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $745,488 | 4,355 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $490,341 | 3,662 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $320,443 | 3,292 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $239,328 | 3,292 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $237,781 | 3,292 | Shares | Sole | 2025-01-28 | |
| 2024-06-30 | $438,718 | 412 | Shares | Sole | 2024-09-11 | |
| 2024-03-31 | $332,276 | 342 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $803,624 | 1,026 | Shares | Sole | 2024-03-28 | |
| 2023-09-30 | $681,298 | 1,087 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $698,788 | 1,087 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $704,529 | 1,329 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $561,941 | 1,337 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $528,870 | 1,445 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $497,317 | 1,167 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $542,448 | 1,009 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $137,357 | 191 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $48,946 | 86 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $55,960 | 86 | Shares | Sole | 2021-09-07 | |
| 2021-03-31 | $51,190 | 86 | Shares | Sole | 2021-09-07 | |
| 2020-12-31 | $101,065 | 214 | Shares | Sole | 2021-09-07 | |
| 2020-09-30 | $196,727 | 593 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||