ONE WEALTH CAPITAL MANAGEMENT, LLC

Position in LRCX — Lam Research Corp

CIK 2050308 SCOTTSDALE, AZ

Position in LRCX

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$353,597

New position

Shares Held

816

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#2,525

of 3,103 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

ONE WEALTH CAPITAL MANAGEMENT, LLC holds $2,367,926 across 5 Semiconductor Equipment & Materials names. LRCX ranks #5 (14.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De	1,031	$745,413
2	KLAC	Kla Corp	1,622	$489,373
3	ENTG	Entegris Inc	2,310	$415,476
4	ASML	Asml Holding NV	183	$364,067
5	LRCX	Lam Research Corp This page	816	$353,597

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$353,597	816	—	Shares	Sole	2026-07-24
No filing history on record for this holder in this stock.