Position in LRCX
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$656,928
+$322,337 QoQ
Shares Held
1,516
-3.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.80%
of 13F equity value
Holder Rank
#2,103
of 3,103 holders
Holding Since
Dec 2025
3 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, 2026Winter & Associates, Inc. holds $857,861 across 2 Semiconductor Equipment & Materials names. LRCX ranks #1 (76.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
1,516 | $656,928 | |
| 2 | ASML |
Asml Holding NV
|
101 | $200,933 |
All Filings in LRCX
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $656,928 | 1,516 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $334,591 | 1,566 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $288,095 | 1,683 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||