Silver Grove Financial Group, Inc.
Position in LRCX — Lam Research Corp
CIK 2111172
ORCHARD PARK, NY
Position in LRCX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,214,623
+$589,028 QoQ
Shares Held
2,803
-4.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.19%
of 13F equity value
Holder Rank
#1,771
of 3,103 holders
Holding Since
Sep 2025
4 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, 2026Silver Grove Financial Group, Inc. holds $3,102,354 across 22 Semiconductor Equipment & Materials names. LRCX ranks #1 (39.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
2,803 | $1,214,623 | |
| 2 | KLAC |
Kla Corp
|
2,715 | $819,142 | |
| 3 | AMAT |
Applied Materials Inc /De
|
971 | $702,033 | |
| 4 | ASML |
Asml Holding NV
|
105 | $208,891 | |
| 5 | TER |
Teradyne, Inc
|
108 | $52,254 | |
| 6 | ENTG |
Entegris Inc
|
107 | $19,245 | |
| 7 | FORM |
Formfactor Inc
|
116 | $18,551 | |
| 8 | Q |
Qnity Electronics, Inc.
|
64 | $10,451 |
All Filings in LRCX
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,214,623 | 2,803 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $625,595 | 2,928 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $440,959 | 2,576 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $342,650 | 2,559 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||