CogentBlue Wealth Advisors, LLC

Position in LRCX — Lam Research Corp

CIK 2054047 KNOXVILLE, TN

Position in LRCX

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$551,629

+$283,059 QoQ

Shares Held

1,273

+1.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.38%

of 13F equity value

Holder Rank

#2,232

of 3,103 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

CogentBlue Wealth Advisors, LLC holds $5,073,281 across 5 Semiconductor Equipment & Materials names. LRCX ranks #3 (10.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAMT	Camtek Ltd	14,837	$2,420,211
2	ASML	Asml Holding NV	601	$1,195,653
3	LRCX	Lam Research Corp This page	1,273	$551,629
4	KLAC	Kla Corp	1,550	$467,650
5	AMAT	Applied Materials Inc /De	606	$438,138

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$551,629	1,273	+1.3%	Shares	Sole	2026-07-16
2026-03-31	$268,570	1,257	+3.4%	Shares	Sole	2026-04-16
2025-12-31	$208,154	1,216	—	Shares	Sole	2026-01-16
No filing history on record for this holder in this stock.