KKM Financial LLC

Position in LRCX — Lam Research Corp

CIK 2001943 CHICAGO, IL

Position in LRCX

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$17,655,597

+$1,620,842 QoQ

Shares Held

40,744

-45.7% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

2.51%

of 13F equity value

Holder Rank

#662

of 3,103 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

KKM Financial LLC holds $75,045,128 across 4 Semiconductor Equipment & Materials names. LRCX ranks #3 (23.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De	30,759	$22,238,757
2	KLAC	Kla Corp	59,145	$17,844,637
3	LRCX	Lam Research Corp This page	40,744	$17,655,597
4	ASML	Asml Holding NV	8,699	$17,306,137

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$17,655,597	40,744	-45.7%	Shares	Sole	2026-08-14
2026-03-31	$16,034,755	75,048	0.0%	Shares	Sole	2026-05-15
2025-12-31	$12,846,716	75,048	—	Shares	Sole	2026-02-18
No filing history on record for this holder in this stock.