Position in LRCX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$11,823,409
+$6,010,148 QoQ
Shares Held
27,285
+0.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
6.77%
of 13F equity value
Holder Rank
#779
of 3,103 holders
Holding Since
Dec 2021
19 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, 2026Martin Capital Advisors, LLP holds $14,313,733 across 4 Semiconductor Equipment & Materials names. LRCX ranks #1 (82.6% of the industry book) .
All Filings in LRCX
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,823,409 | 27,285 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $5,813,261 | 27,208 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $4,945,732 | 28,892 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $3,923,537 | 29,302 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $3,118,092 | 32,033 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $2,272,093 | 31,253 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $2,269,611 | 31,422 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $2,482,515 | 3,042 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $3,259,505 | 3,061 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $3,070,161 | 3,160 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $2,496,249 | 3,187 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $1,993,128 | 3,180 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $2,016,651 | 3,137 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,639,661 | 3,093 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $1,531,152 | 3,643 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,225,368 | 3,348 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $1,418,227 | 3,328 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $1,789,166 | 3,328 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $2,380,386 | 3,310 | Shares | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||