Position in LRCX
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$4,625,364
+$2,353,731 QoQ
Shares Held
10,674
+0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#1,143
of 3,103 holders
Holding Since
Dec 2022
15 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, 2026Cassaday & Co Wealth Management LLC holds $7,084,305 across 11 Semiconductor Equipment & Materials names. LRCX ranks #1 (65.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
10,674 | $4,625,364 | |
| 2 | AMAT |
Applied Materials Inc /De
|
1,880 | $1,359,240 | |
| 3 | ASML |
Asml Holding NV
|
299 | $594,842 | |
| 4 | Q |
Qnity Electronics, Inc.
|
965 | $157,594 | |
| 5 | AXTI |
Axt Inc
|
1,960 | $141,276 | |
| 6 | KLAC |
Kla Corp
|
400 | $120,684 | |
| 7 | AMBA |
Ambarella Inc
|
585 | $50,193 | |
| 8 | ENTG |
Entegris Inc
|
87 | $15,647 |
All Filings in LRCX
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,625,364 | 10,674 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,271,633 | 10,632 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,866,546 | 10,904 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,418,536 | 10,594 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $758,862 | 7,796 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $568,732 | 7,823 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $553,281 | 7,660 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $625,117 | 766 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $817,804 | 768 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $751,995 | 774 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $697,884 | 891 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $557,825 | 890 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $568,931 | 885 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $469,156 | 885 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $398,024 | 947 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||