Position in LRCX
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$2,899,411
+$1,547,371 QoQ
Shares Held
6,691
+5.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,337
of 3,103 holders
Holding Since
Mar 2023
14 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, 2026DAYMARK WEALTH PARTNERS, LLC holds $36,586,961 across 7 Semiconductor Equipment & Materials names. LRCX ranks #3 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
|
7,773 | $15,463,916 | |
| 2 | AMAT |
Applied Materials Inc /De
|
21,156 | $15,295,788 | |
| 3 | LRCX |
Lam Research Corp
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|
6,691 | $2,899,411 | |
| 4 | TER |
Teradyne, Inc
|
2,092 | $1,012,193 | |
| 5 | KLAC |
Kla Corp
|
2,799 | $844,486 | |
| 6 | Q |
Qnity Electronics, Inc.
|
4,044 | $660,425 | |
| 7 | ACMR |
ACM Research, Inc.
|
3,237 | $410,742 |
All Filings in LRCX
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,899,411 | 6,691 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1,352,040 | 6,328 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $928,137 | 5,422 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $675,927 | 5,048 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $430,924 | 4,427 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $927,070 | 12,752 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,075,938 | 14,896 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,247,786 | 1,529 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $1,632,415 | 1,533 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $460,524 | 474 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $378,314 | 483 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $468,197 | 747 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $568,288 | 884 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $581,011 | 1,096 | Shares | Sole | 2023-04-20 | |
| No filing history on record for this holder in this stock. | ||||||