Position in LRCX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$261,297
+$136,520 QoQ
Shares Held
603
+3.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#2,716
of 3,114 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Millstone Evans Group, LLC holds $803,174 across 7 Semiconductor Equipment & Materials names. LRCX ranks #1 (32.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
603 | $261,297 | |
| 2 | IPGP |
Ipg Photonics Corp
|
2,000 | $234,640 | |
| 3 | AMAT |
Applied Materials Inc /De
|
212 | $153,276 | |
| 4 | ONTO |
Onto Innovation Inc.
|
166 | $62,822 | |
| 5 | ENTG |
Entegris Inc
|
268 | $48,202 | |
| 6 | ASML |
Asml Holding NV
|
14 | $27,852 | |
| 7 | KLAC |
Kla Corp
|
50 | $15,085 |
All Filings in LRCX
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $261,297 | 603 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $124,777 | 584 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $95,860 | 560 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $74,984 | 560 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $54,510 | 560 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $40,712 | 560 | Shares | Sole | 2025-05-05 | |
| No filing history on record for this holder in this stock. | ||||||