Position in LRCX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$687,694
+$348,830 QoQ
Shares Held
1,587
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.06%
of 13F equity value
Holder Rank
#2,077
of 3,103 holders
Holding Since
Dec 2025
3 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, 2026Investors Portfolio Services LLC holds $744,368 across 7 Semiconductor Equipment & Materials names. LRCX ranks #1 (92.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
1,587 | $687,694 | |
| 2 | PLAB |
Photronics Inc
|
1,247 | $40,564 | |
| 3 | AMAT |
Applied Materials Inc /De
|
6 | $4,338 | |
| 4 | Q |
Qnity Electronics, Inc.
|
26 | $4,246 | |
| 5 | KLAC |
Kla Corp
|
10 | $3,017 | |
| 6 | UCTT |
Ultra Clean Holdings, Inc.
|
21 | $2,994 | |
| 7 | ACLS |
Axcelis Technologies Inc
|
8 | $1,515 |
All Filings in LRCX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $687,694 | 1,587 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $338,864 | 1,586 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $271,320 | 1,585 | Shares | Sole | 2026-02-09 | |
| No filing history on record for this holder in this stock. | ||||||