Basepoint Wealth LLC

Position in LRCX — Lam Research Corp

CIK 2088236 CEDAR RAPIDS, IA

Position in LRCX

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$141,265

+$71,826 QoQ

Shares Held

326

+0.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#2,910

of 3,103 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Basepoint Wealth LLC holds $1,320,008 across 6 Semiconductor Equipment & Materials names. LRCX ranks #2 (10.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De	1,462	$1,057,026
2	LRCX	Lam Research Corp This page	326	$141,265
3	KLAC	Kla Corp	243	$73,315
4	Q	Qnity Electronics, Inc.	123	$20,087
5	ASML	Asml Holding NV	10	$19,894
6	ICHR	Ichor Holdings, Ltd.	75	$8,421

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$141,265	326	+0.3%	Shares	Sole	2026-08-10
2026-03-31	$69,439	325	+0.3%	Shares	Sole	2026-05-07
2025-12-31	$55,462	324	—	Shares	Sole	2026-02-10
No filing history on record for this holder in this stock.