Topsail Wealth Management, LLC

Position in LRCX — Lam Research Corp

CIK 2056627 CHARLOTTE, NC

Position in LRCX

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

Position Value

$709,794

+$374,562 QoQ

Shares Held

1,638

+4.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#2,049

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

Topsail Wealth Management, LLC holds $3,369,507 across 5 Semiconductor Equipment & Materials names. LRCX ranks #2 (21.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	Q	Qnity Electronics, Inc.	7,496	$1,224,171
2	LRCX	Lam Research Corp This page	1,638	$709,794
3	ASML	Asml Holding NV	295	$586,884
4	AMAT	Applied Materials Inc /De	648	$468,504
5	KLAC	Kla Corp	1,260	$380,154

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$709,794	1,638	+4.4%	Shares	Sole	2026-08-13
2026-03-31	$335,232	1,569	+5.1%	Shares	Sole	2026-04-21
2025-12-31	$255,571	1,493	0.0%	Shares	Sole	2026-02-04
2025-09-30	$199,912	1,493	—	Shares	Sole	2025-11-04
No filing history on record for this holder in this stock.