Position in LRCX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,134,891
+$574,034 QoQ
Shares Held
2,619
-0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#1,809
of 3,103 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Dunhill Financial, LLC holds $2,714,119 across 11 Semiconductor Equipment & Materials names. LRCX ranks #1 (41.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
2,619 | $1,134,891 | |
| 2 | KLAC |
Kla Corp
|
2,878 | $868,321 | |
| 3 | ASML |
Asml Holding NV
|
294 | $584,895 | |
| 4 | AMAT |
Applied Materials Inc /De
|
108 | $78,084 | |
| 5 | Q |
Qnity Electronics, Inc.
|
212 | $34,621 | |
| 6 | TER |
Teradyne, Inc
|
16 | $7,741 | |
| 7 | AMKR |
Amkor Technology, Inc.
|
32 | $2,759 | |
| 8 | ENTG |
Entegris Inc
|
8 | $1,438 |
All Filings in LRCX
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,134,891 | 2,619 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $560,857 | 2,625 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $20,883 | 122 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $14,729 | 110 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $10,610 | 109 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $26,971 | 371 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $15,818 | 219 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $21,218 | 26 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $13,843 | 13 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $10,687 | 11 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $7,049 | 9 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||