Root Financial Partners, LLC

Position in LRCX — Lam Research Corp

CIK 1977181 ENCINITAS, CA

Position in LRCX

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

Position Value

$3,034,609

+$1,565,483 QoQ

Shares Held

7,003

+1.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.02%

of 13F equity value

Holder Rank

#1,316

of 3,103 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Root Financial Partners, LLC holds $8,271,590 across 5 Semiconductor Equipment & Materials names. LRCX ranks #1 (36.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp This page	7,003	$3,034,609
2	KLAC	Kla Corp	8,034	$2,423,938
3	AMAT	Applied Materials Inc /De	2,280	$1,648,440
4	ASML	Asml Holding NV	340	$676,409
5	TER	Teradyne, Inc	1,009	$488,194

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,034,609	7,003	+1.8%	Shares	Sole	2026-07-29
2026-03-31	$1,469,126	6,876	-11.1%	Shares	Sole	2026-04-24
2025-12-31	$1,324,419	7,737	+0.9%	Shares	Sole	2026-02-10
2025-09-30	$1,027,146	7,671	-2.1%	Shares	Sole	2025-10-29
2025-06-30	$762,756	7,836	+4.9%	Shares	Sole	2025-08-11
2025-03-31	$543,141	7,471	-33.9%	Shares	Sole	2025-04-25
2024-12-31	$816,776	11,308	—	Shares	Sole	2025-01-30
No filing history on record for this holder in this stock.