Position in LRCX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$12,492,470
+$6,223,045 QoQ
Shares Held
28,829
-1.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.15%
of 13F equity value
Holder Rank
#768
of 3,103 holders
Holding Since
Dec 2022
13 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, 2026FourThought Financial Partners, LLC holds $117,031,173 across 9 Semiconductor Equipment & Materials names. LRCX ranks #4 (10.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KLAC |
Kla Corp
|
154,342 | $46,566,524 | |
| 2 | ASML |
Asml Holding NV
|
14,113 | $28,076,965 | |
| 3 | AMAT |
Applied Materials Inc /De
|
38,231 | $27,641,013 | |
| 4 | LRCX |
Lam Research Corp
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|
28,829 | $12,492,470 | |
| 5 | TER |
Teradyne, Inc
|
1,485 | $718,502 | |
| 6 | UCTT |
Ultra Clean Holdings, Inc.
|
3,581 | $510,614 | |
| 7 | ICHR |
Ichor Holdings, Ltd.
|
3,348 | $375,913 | |
| 8 | FORM |
Formfactor Inc
|
2,140 | $342,250 |
All Filings in LRCX
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,492,470 | 28,829 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $6,269,425 | 29,343 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $5,199,078 | 30,372 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $4,344,921 | 32,449 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,274,322 | 33,638 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,770,233 | 38,105 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $3,299,972 | 45,687 | Shares | Sole | 2025-02-04 | |
| 2024-03-31 | $18,909,666 | 19,463 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $15,689,481 | 20,031 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $12,635,056 | 20,159 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $13,118,201 | 20,406 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $11,121,387 | 20,979 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $8,403,057 | 19,993 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||