J. M. Brown & Associates Inc.

Position in LRCX — Lam Research Corp

CIK 2134631 TULSA, OK

Position in LRCX

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$1,485,888

New position

Shares Held

3,429

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

2.50%

of 13F equity value

Holder Rank

#1,642

of 3,103 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

J. M. Brown & Associates Inc. holds $4,943,706 across 5 Semiconductor Equipment & Materials names. LRCX ranks #1 (30.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp This page	3,429	$1,485,888
2	ASML	Asml Holding NV	562	$1,118,065
3	KLAC	Kla Corp	3,567	$1,076,199
4	AMAT	Applied Materials Inc /De	1,225	$885,675
5	TER	Teradyne, Inc	781	$377,879

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,485,888	3,429	—	Shares	Sole	2026-07-23
No filing history on record for this holder in this stock.