Invera Wealth Advisors, LLC

Position in LRCX — Lam Research Corp

CIK 1976780 BEND, OR

Position in LRCX

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$4,745,830

+$706,802 QoQ

Shares Held

10,952

-42.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

4.21%

of 13F equity value

Holder Rank

#1,134

of 3,103 holders

Holding Since

Dec 2023

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Invera Wealth Advisors, LLC holds $7,541,874 across 5 Semiconductor Equipment & Materials names. LRCX ranks #1 (62.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp This page	10,952	$4,745,830
2	AMAT	Applied Materials Inc /De	2,219	$1,604,337
3	KLAC	Kla Corp	1,935	$583,808
4	TER	Teradyne, Inc	800	$387,072
5	ASML	Asml Holding NV	111	$220,827

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,745,830	10,952	-42.1%	Shares	Sole	2026-07-29
2026-03-31	$4,039,028	18,904	-5.5%	Shares	Sole	2026-04-22
2025-12-31	$3,424,284	20,004	-9.5%	Shares	Sole	2026-01-23
2025-09-30	$2,960,796	22,112	-3.9%	Shares	Sole	2025-10-29
2025-06-30	$2,240,085	23,013	+845.5%	Shares	Sole	2025-10-29
2023-12-31	$1,906,454	2,434	—	Shares	Sole	2024-04-22
No filing history on record for this holder in this stock.