Position in LRCX
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,738,086
+$890,070 QoQ
Shares Held
4,011
+1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.66%
of 13F equity value
Holder Rank
#1,562
of 3,103 holders
Holding Since
Dec 2023
10 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, 2026Williams & Novak, LLC holds $2,625,306 across 2 Semiconductor Equipment & Materials names. LRCX ranks #1 (66.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
4,011 | $1,738,086 | |
| 2 | AMKR |
Amkor Technology, Inc.
|
10,289 | $887,220 |
All Filings in LRCX
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,738,086 | 4,011 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $848,016 | 3,969 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $661,268 | 3,863 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $502,125 | 3,750 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $365,025 | 3,750 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $272,625 | 3,750 | Shares | Sole | 2025-05-15 | |
| 2024-09-30 | $306,030 | 375 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $399,318 | 375 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $364,338 | 375 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $293,722 | 375 | Shares | Sole | 2024-01-26 | |
| No filing history on record for this holder in this stock. | ||||||