Optivise Advisory Services LLC

Position in LRCX — Lam Research Corp

CIK 2042876 FRANKLIN, TN

Position in LRCX

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$639,595

+$304,790 QoQ

Shares Held

1,476

-5.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.03%

of 13F equity value

Holder Rank

#2,122

of 3,103 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Optivise Advisory Services LLC holds $1,530,483 across 4 Semiconductor Equipment & Materials names. LRCX ranks #1 (41.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp This page	1,476	$639,595
2	AMAT	Applied Materials Inc /De	585	$422,955
3	KLAC	Kla Corp	837	$252,531
4	AMKR	Amkor Technology, Inc.	2,498	$215,402

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$639,595	1,476	-5.8%	Shares	Sole	2026-07-13
2026-03-31	$334,805	1,567	-15.9%	Shares	Sole	2026-04-15
2025-12-31	$318,908	1,863	+13.5%	Shares	Sole	2026-01-12
2025-09-30	$219,863	1,642	—	Shares	Sole	2025-10-17
No filing history on record for this holder in this stock.