Balboa Wealth Partners

Position in LRCX — Lam Research Corp

CIK 1929008 SCOTTSDALE, AZ

Position in LRCX

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$947,692

+$498,152 QoQ

Shares Held

2,187

+3.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#1,902

of 3,103 holders

Holding Since

Dec 2022

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Balboa Wealth Partners holds $10,221,141 across 6 Semiconductor Equipment & Materials names. LRCX ranks #3 (9.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ASML	Asml Holding NV	3,397	$6,758,127
2	AMAT	Applied Materials Inc /De	2,279	$1,647,717
3	LRCX	Lam Research Corp This page	2,187	$947,692
4	KLIC	Kulicke & Soffa Industries Inc	3,123	$417,732
5	KLAC	Kla Corp	755	$227,791
6	TER	Teradyne, Inc	459	$222,082

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$947,692	2,187	+3.9%	Shares	Sole	2026-08-10
2026-03-31	$449,540	2,104	-23.0%	Shares	Sole	2026-04-16
2025-12-31	$468,006	2,734	+869.5%	Shares	Sole	2026-01-16
2024-06-30	$300,287	282	-28.2%	Shares	Sole	2024-08-13
2024-03-31	$381,827	393	+19.5%	Shares	Sole	2024-05-13
2023-12-31	$257,692	329	-24.0%	Shares	Sole	2024-02-09
2023-09-30	$271,391	433	-3.1%	Shares	Sole	2023-10-23
2023-06-30	$287,358	447	-34.6%	Shares	Defined	2023-08-08
2023-03-31	$362,602	684	+29.5%	Shares	Defined	2023-05-12
2022-12-31	$221,918	528	—	Shares	Defined	2023-02-14
No filing history on record for this holder in this stock.