Position in LRCX
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,427,389
+$817,604 QoQ
Shares Held
3,294
+15.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.09%
of 13F equity value
Holder Rank
#375
of 875 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, 2026Braeburn Wealth Management LLC holds $6,146,572 across 6 Semiconductor Equipment & Materials names. LRCX ranks #1 (23.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
3,294 | $1,427,389 | |
| 2 | KLIC |
Kulicke & Soffa Industries Inc
|
10,096 | $1,350,440 | |
| 3 | ICHR |
Ichor Holdings, Ltd.
|
11,281 | $1,266,630 | |
| 4 | COHU |
Cohu Inc
|
12,814 | $947,082 | |
| 5 | UCTT |
Ultra Clean Holdings, Inc.
|
6,635 | $946,084 | |
| 6 | AMAT |
Applied Materials Inc /De
|
289 | $208,947 |
All Filings in LRCX
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,427,389 | 3,294 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $609,785 | 2,854 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $665,205 | 3,886 | Shares | Sole | 2026-02-18 | |
| No filing history on record for this holder in this stock. | ||||||