Position in LRCX
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$3,578,005
+$1,663,826 QoQ
Shares Held
8,257
-7.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
7.91%
of 13F equity value
Holder Rank
#1,245
of 3,103 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Portus Wealth Advisors, LLC holds $3,578,005 across 1 Semiconductor Equipment & Materials name. LRCX ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
8,257 | $3,578,005 |
All Filings in LRCX
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,578,005 | 8,257 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,914,179 | 8,959 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,144,200 | 12,526 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,658,083 | 12,383 | Shares | Sole | 2025-11-20 | |
| No filing history on record for this holder in this stock. | ||||||