Cornerstone Select Advisors, LLC

Position in LRCX — Lam Research Corp

CIK 2055366 St. Louis, MO

Position in LRCX

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$12,898,500

+$7,893,088 QoQ

Shares Held

29,766

+27.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

5.80%

of 13F equity value

Holder Rank

#760

of 3,103 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Cornerstone Select Advisors, LLC holds $22,851,062 across 4 Semiconductor Equipment & Materials names. LRCX ranks #1 (56.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp This page	29,766	$12,898,500
2	KLAC	Kla Corp	25,598	$7,723,172
3	ASML	Asml Holding NV	928	$1,846,200
4	AMAT	Applied Materials Inc /De	530	$383,190

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,898,500	29,766	+27.1%	Shares	Sole	2026-08-05
2026-03-31	$5,005,412	23,427	+2.3%	Shares	Sole	2026-05-13
2025-12-31	$3,921,220	22,907	-2.8%	Shares	Sole	2026-02-10
2025-09-30	$3,155,487	23,566	-0.1%	Shares	Sole	2025-11-14
2025-06-30	$2,296,931	23,597	-2.2%	Shares	Sole	2025-08-12
2025-03-31	$1,754,614	24,135	+2.2%	Shares	Sole	2025-05-14
2024-12-31	$1,705,566	23,613	—	Shares	Sole	2025-02-14
No filing history on record for this holder in this stock.