Position in LRCX
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$23,833
+$17,424 QoQ
Shares Held
55
+83.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#3,035
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, 2026HFM Investment Advisors, LLC holds $82,159 across 12 Semiconductor Equipment & Materials names. LRCX ranks #1 (29.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
55 | $23,833 | |
| 2 | KLAC |
Kla Corp
|
76 | $22,929 | |
| 3 | AMAT |
Applied Materials Inc /De
|
22 | $15,906 | |
| 4 | TER |
Teradyne, Inc
|
13 | $6,289 | |
| 5 | AMKR |
Amkor Technology, Inc.
|
49 | $4,225 | |
| 6 | ENTG |
Entegris Inc
|
11 | $1,978 | |
| 7 | FORM |
Formfactor Inc
|
11 | $1,759 | |
| 8 | ACLS |
Axcelis Technologies Inc
|
7 | $1,326 |
All Filings in LRCX
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,833 | 55 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $6,409 | 30 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $4,964 | 29 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $3,347 | 25 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,141 | 22 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $799 | 11 | Shares | Sole | 2025-05-16 | |
| No filing history on record for this holder in this stock. | ||||||