Keating Financial Advisory Services, Inc.
Position in LRCX — Lam Research Corp
CIK 2103443
MANHATTAN, KS
Position in LRCX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,103,691
+$503,948 QoQ
Shares Held
2,547
-9.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#1,825
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, 2026Keating Financial Advisory Services, Inc. holds $2,624,360 across 21 Semiconductor Equipment & Materials names. LRCX ranks #1 (42.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
2,547 | $1,103,691 | |
| 2 | AMAT |
Applied Materials Inc /De
|
966 | $698,418 | |
| 3 | KLAC |
Kla Corp
|
1,588 | $479,115 | |
| 4 | ASML |
Asml Holding NV
|
35 | $69,630 | |
| 5 | Q |
Qnity Electronics, Inc.
|
348 | $56,831 | |
| 6 | TER |
Teradyne, Inc
|
104 | $50,319 | |
| 7 | ACLS |
Axcelis Technologies Inc
|
227 | $43,005 | |
| 8 | FORM |
Formfactor Inc
|
158 | $25,268 |
All Filings in LRCX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,103,691 | 2,547 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $599,743 | 2,807 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,125,062 | 18,256 | Shares | Sole | 2026-02-09 | |
| No filing history on record for this holder in this stock. | ||||||