Bleakley Financial Group, LLC

Position in LRCX — Lam Research Corp

CIK 1936953 PARSIPPANY, NJ

Position in LRCX

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$18,681,722

+$9,629,589 QoQ

Shares Held

43,112

+1.8% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.47%

of 13F equity value

Holder Rank

#637

of 3,103 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Bleakley Financial Group, LLC holds $110,230,187 across 7 Semiconductor Equipment & Materials names. LRCX ranks #4 (16.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De	45,423	$32,840,829
2	KLAC	Kla Corp	98,730	$29,787,828
3	ASML	Asml Holding NV	11,120	$22,122,571
4	LRCX	Lam Research Corp This page	43,112	$18,681,722
5	UCTT	Ultra Clean Holdings, Inc.	25,769	$3,674,401
6	ICHR	Ichor Holdings, Ltd.	17,912	$2,011,159
7	AMKR	Amkor Technology, Inc.	12,892	$1,111,677

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$18,681,722	43,112	+1.8%	Shares	Sole	2026-08-05
2026-03-31	$9,052,133	42,367	+12.4%	Shares	Sole	2026-05-04
2025-12-31	$6,451,603	37,689	+9.9%	Shares	Sole	2026-02-09
2025-09-30	$4,591,832	34,293	-2.2%	Shares	Sole	2025-11-10
2025-06-30	$3,413,421	35,067	+27.4%	Shares	Sole	2025-07-30
2025-03-31	$2,000,558	27,518	+11.9%	Shares	Sole	2025-05-01
2024-12-31	$1,776,569	24,596	+864.5%	Shares	Sole	2025-01-27
2024-09-30	$2,081,004	2,550	-13.8%	Shares	Sole	2024-10-16
2024-06-30	$3,150,891	2,959	-0.3%	Shares	Sole	2024-08-12
2024-03-31	$2,882,648	2,967	+4.1%	Shares	Sole	2024-05-08
2023-12-31	$2,231,507	2,849	+16.7%	Shares	Sole	2024-01-25
2023-09-30	$1,530,572	2,442	-6.8%	Shares	Sole	2023-11-14
2023-06-30	$1,684,293	2,620	-0.1%	Shares	Sole	2023-08-14
2023-03-31	$1,390,504	2,623	+5.9%	Shares	Sole	2023-05-12
2022-12-31	$1,040,662	2,476	—	Shares	Sole	2023-02-07
No filing history on record for this holder in this stock.