Position in LRCX
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,802,778
+$1,340,489 QoQ
Shares Held
6,468
-5.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.28%
of 13F equity value
Holder Rank
#1,355
of 3,103 holders
Holding Since
Sep 2024
8 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, 2026Westfuller Advisors, LLC holds $3,853,146 across 7 Semiconductor Equipment & Materials names. LRCX ranks #1 (72.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
6,468 | $2,802,778 | |
| 2 | AMAT |
Applied Materials Inc /De
|
950 | $686,850 | |
| 3 | KLAC |
Kla Corp
|
563 | $169,862 | |
| 4 | VECO |
Veeco Instruments Inc
|
904 | $68,523 | |
| 5 | Q |
Qnity Electronics, Inc.
|
410 | $66,957 | |
| 6 | ASML |
Asml Holding NV
|
29 | $57,693 | |
| 7 | TER |
Teradyne, Inc
|
1 | $483 |
All Filings in LRCX
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,802,778 | 6,468 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,462,289 | 6,844 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,108,390 | 6,475 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,226,390 | 9,159 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $874,599 | 8,985 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $662,587 | 9,114 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $619,083 | 8,571 | Shares | Sole | 2025-02-20 | |
| 2024-09-30 | $762,218 | 934 | Shares | Sole | 2024-11-07 | |
| No filing history on record for this holder in this stock. | ||||||