MB, LEVIS & ASSOCIATES, LLC

Position in LRCX — Lam Research Corp

CIK 2065807 CENTER VALLEY, PA

Position in LRCX

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$15,166

+$9,825 QoQ

Shares Held

+40.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#3,050

of 3,103 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

MB, LEVIS & ASSOCIATES, LLC holds $539,368 across 3 Semiconductor Equipment & Materials names. LRCX ranks #2 (2.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De	715	$516,945
2	LRCX	Lam Research Corp This page	35	$15,166
3	TER	Teradyne, Inc	15	$7,257

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$15,166	35	+40.0%	Shares	Sole	2026-07-22
2026-03-31	$5,341	25	—	Shares	Sole	2026-04-08
No filing history on record for this holder in this stock.