Position in LRCX
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$35,155,629
+$17,488,725 QoQ
Shares Held
81,129
-1.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
1.59%
of 13F equity value
Holder Rank
#485
of 3,103 holders
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Ashton Thomas Private Wealth, LLC holds $60,949,295 across 9 Semiconductor Equipment & Materials names. LRCX ranks #1 (57.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
81,129 | $35,155,629 | |
| 2 | AMAT |
Applied Materials Inc /De
|
14,999 | $10,844,277 | |
| 3 | ASML |
Asml Holding NV
|
3,287 | $6,539,288 | |
| 4 | KLAC |
Kla Corp
|
16,831 | $5,078,081 | |
| 5 | Q |
Qnity Electronics, Inc.
|
10,885 | $1,777,629 | |
| 6 | KLIC |
Kulicke & Soffa Industries Inc
|
5,163 | $690,602 | |
| 7 | TER |
Teradyne, Inc
|
727 | $351,751 | |
| 8 | CAMT |
Camtek Ltd
|
1,570 | $256,098 |
All Filings in LRCX
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,155,629 | 81,129 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $17,666,904 | 82,687 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $13,772,286 | 80,455 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $11,456,082 | 85,557 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $7,350,532 | 75,514 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $5,690,519 | 78,274 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $5,435,668 | 75,255 | Shares | Sole | 2025-02-07 | |
| 2024-06-30 | $7,494,414 | 7,038 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $6,874,829 | 7,076 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $5,511,800 | 7,037 | Shares | Sole | 2024-04-22 | |
| 2023-09-30 | $4,395,538 | 7,013 | Shares | Sole | 2024-04-22 | |
| 2023-06-30 | $4,330,947 | 6,737 | Shares | Sole | 2024-04-23 | |
| 2023-03-31 | $2,811,756 | 5,304 | Shares | Sole | 2024-04-23 | |
| 2022-12-31 | $2,121,674 | 5,048 | Shares | Sole | 2024-04-22 | |
| 2022-09-30 | $1,822,314 | 4,979 | Shares | Sole | 2024-04-22 | |
| 2022-06-30 | $2,054,043 | 4,820 | Shares | Sole | 2024-04-22 | |
| 2022-03-31 | $2,338,065 | 4,349 | Shares | Sole | 2024-04-22 | |
| 2021-12-31 | $1,960,402 | 2,726 | Shares | Sole | 2024-04-22 | |
| 2021-09-30 | $667,043 | 1,172 | Shares | Sole | 2024-04-22 | |
| No filing history on record for this holder in this stock. | ||||||