Position in LRCX
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$3,651,238
+$1,778,722 QoQ
Shares Held
8,426
-3.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.35%
of 13F equity value
Holder Rank
#1,238
of 3,103 holders
Holding Since
Mar 2020
26 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, 2026Values First Advisors, Inc. holds $6,699,187 across 4 Semiconductor Equipment & Materials names. LRCX ranks #1 (54.5% of the industry book) .
All Filings in LRCX
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,651,238 | 8,426 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,872,516 | 8,764 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,461,192 | 8,536 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,131,455 | 8,450 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $859,998 | 8,835 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $596,067 | 8,199 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $614,027 | 8,501 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $823,424 | 1,009 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $1,209,669 | 1,136 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,101,760 | 1,134 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $750,363 | 958 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $584,149 | 932 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $679,503 | 1,057 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $591,083 | 1,115 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $554,796 | 1,320 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $428,586 | 1,171 | Shares | Sole | 2022-12-02 | |
| 2022-06-30 | $531,835 | 1,248 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $579,543 | 1,078 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $973,009 | 1,353 | Shares | Sole | 2022-03-10 | |
| 2021-09-30 | $828,113 | 1,455 | Shares | Sole | 2022-11-15 | |
| 2021-06-30 | $799,710 | 1,229 | Shares | Sole | 2022-11-15 | |
| 2021-03-31 | $849,407 | 1,427 | Shares | Sole | 2022-11-15 | |
| 2020-12-31 | $660,705 | 1,399 | Shares | Sole | 2022-11-15 | |
| 2020-09-30 | $525,160 | 1,583 | Shares | Sole | 2022-11-15 | |
| 2020-06-30 | $555,057 | 1,716 | Shares | Sole | 2022-11-15 | |
| 2020-03-31 | $407,760 | 1,699 | Shares | Sole | 2023-01-09 | |
| No filing history on record for this holder in this stock. | ||||||