Position in LRCX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,025,692
+$374,029 QoQ
Shares Held
2,367
-22.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#1,861
of 3,103 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026AMERIFLEX GROUP, INC. holds $4,204,091 across 9 Semiconductor Equipment & Materials names. LRCX ranks #2 (24.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
3,291 | $2,379,393 | |
| 2 | LRCX |
Lam Research Corp
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|
2,367 | $1,025,692 | |
| 3 | ASML |
Asml Holding NV
|
242 | $481,444 | |
| 4 | KLAC |
Kla Corp
|
636 | $191,887 | |
| 5 | Q |
Qnity Electronics, Inc.
|
632 | $103,211 | |
| 6 | KLIC |
Kulicke & Soffa Industries Inc
|
68 | $9,095 | |
| 7 | TER |
Teradyne, Inc
|
13 | $6,289 | |
| 8 | ACLS |
Axcelis Technologies Inc
|
26 | $4,925 |
All Filings in LRCX
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,025,692 | 2,367 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $651,663 | 3,050 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $535,793 | 3,130 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $59,987 | 448 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $10,123 | 104 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $130,060 | 1,789 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||