Position in LRCX
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,462,488
+$727,071 QoQ
Shares Held
3,375
-1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.87%
of 13F equity value
Holder Rank
#1,653
of 3,103 holders
Holding Since
Dec 2023
10 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, 2026Quantum Financial Advisors, LLC holds $6,528,250 across 7 Semiconductor Equipment & Materials names. LRCX ranks #2 (22.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | Q |
Qnity Electronics, Inc.
|
10,467 | $1,709,365 | |
| 2 | LRCX |
Lam Research Corp
This page
|
3,375 | $1,462,488 | |
| 3 | KLAC |
Kla Corp
|
4,361 | $1,315,757 | |
| 4 | AMAT |
Applied Materials Inc /De
|
1,692 | $1,223,316 | |
| 5 | TER |
Teradyne, Inc
|
657 | $317,882 | |
| 6 | ASML |
Asml Holding NV
|
126 | $250,669 | |
| 7 | AMKR |
Amkor Technology, Inc.
|
2,885 | $248,773 |
All Filings in LRCX
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,462,488 | 3,375 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $735,417 | 3,442 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $491,457 | 2,871 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $383,489 | 2,864 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $278,684 | 2,863 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $208,358 | 2,866 | Shares | Sole | 2025-04-09 | |
| 2024-09-30 | $234,214 | 287 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $305,611 | 287 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $278,840 | 287 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $224,795 | 287 | Shares | Sole | 2024-01-09 | |
| No filing history on record for this holder in this stock. | ||||||