JMN Financial LLC

Position in LRCX — Lam Research Corp

CIK 2113267 NEW ALBANY, OH

Position in LRCX

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$2,882,077

+$1,475,554 QoQ

Shares Held

6,651

+1.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.62%

of 13F equity value

Holder Rank

#1,340

of 3,103 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

JMN Financial LLC holds $6,606,621 across 6 Semiconductor Equipment & Materials names. LRCX ranks #1 (43.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp This page	6,651	$2,882,077
2	AMAT	Applied Materials Inc /De	2,101	$1,519,023
3	ASML	Asml Holding NV	508	$1,010,635
4	KLAC	Kla Corp	1,938	$584,713
5	KLIC	Kulicke & Soffa Industries Inc	2,565	$343,094
6	TER	Teradyne, Inc	552	$267,079

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,882,077	6,651	+1.0%	Shares	Sole	2026-08-10
2026-03-31	$1,406,523	6,583	+7.3%	Shares	Sole	2026-05-15
2025-12-31	$1,049,846	6,133	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.