SMITH, MOORE & CO.

Position in LRCX — Lam Research Corp

CIK 200724 CLAYTON, MO

Position in LRCX

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$417,296

New position

Shares Held

963

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#2,414

of 3,103 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

SMITH, MOORE & CO. holds $2,416,307 across 5 Semiconductor Equipment & Materials names. LRCX ranks #4 (17.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KLAC	Kla Corp	2,493	$752,163
2	Q	Qnity Electronics, Inc.	3,239	$528,961
3	AMAT	Applied Materials Inc /De	693	$501,039
4	LRCX	Lam Research Corp This page	963	$417,296
5	ASML	Asml Holding NV	109	$216,848

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$417,296	963	—	Shares	Sole	2026-08-12
No filing history on record for this holder in this stock.