Kraft, Davis & Associates, LLC

Position in LRCX — Lam Research Corp

CIK 1919438 St. Louis, MO

Position in LRCX

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$771,760

+$427,554 QoQ

Shares Held

1,781

+10.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.40%

of 13F equity value

Holder Rank

#2,012

of 3,103 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Kraft, Davis & Associates, LLC holds $3,150,195 across 4 Semiconductor Equipment & Materials names. LRCX ranks #2 (24.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KLAC	Kla Corp	4,548	$1,372,177
2	LRCX	Lam Research Corp This page	1,781	$771,760
3	ASML	Asml Holding NV	323	$642,589
4	AMAT	Applied Materials Inc /De	503	$363,669

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$771,760	1,781	+10.6%	Shares	Sole	2026-07-09
2026-03-31	$344,206	1,611	0.0%	Shares	Sole	2026-05-01
2025-12-31	$275,770	1,611	+1.0%	Shares	Sole	2026-01-14
2025-09-30	$213,570	1,595	—	Shares	Sole	2025-11-05
No filing history on record for this holder in this stock.