Heritage Family Offices, LLP

Family Office

Position in LRCX — Lam Research Corp

CIK 2019316 SCOTTSDALE, AZ

Position in LRCX

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

Position Value

$718,894

+$488,355 QoQ

Shares Held

1,659

+53.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.61%

of 13F equity value

Holder Rank

#2,046

of 3,103 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Heritage Family Offices, LLP holds $5,485,705 across 5 Semiconductor Equipment & Materials names. LRCX ranks #4 (13.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KLAC	Kla Corp	8,737	$2,636,040
2	AMAT	Applied Materials Inc /De	1,496	$1,081,608
3	ASML	Asml Holding NV	408	$811,691
4	LRCX	Lam Research Corp This page	1,659	$718,894
5	COHU	Cohu Inc	3,213	$237,472

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$718,894	1,659	+53.8%	Shares	Sole	2026-07-29
2026-03-31	$230,539	1,079	—	Shares	Sole	2026-04-08
No filing history on record for this holder in this stock.