Position in LRCX
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$14,499,655
+$9,823,065 QoQ
Shares Held
33,461
+52.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#723
of 3,103 holders
Holding Since
Dec 2024
7 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, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $42,213,910 across 9 Semiconductor Equipment & Materials names. LRCX ranks #2 (34.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
22,350 | $16,159,050 | |
| 2 | LRCX |
Lam Research Corp
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|
33,461 | $14,499,655 | |
| 3 | ASML |
Asml Holding NV
|
2,029 | $4,036,573 | |
| 4 | TER |
Teradyne, Inc
|
7,071 | $3,421,232 | |
| 5 | FORM |
Formfactor Inc
|
9,792 | $1,566,034 | |
| 6 | KLAC |
Kla Corp
|
3,597 | $1,085,250 | |
| 7 | Q |
Qnity Electronics, Inc.
|
4,802 | $784,214 | |
| 8 | ONTO |
Onto Innovation Inc.
|
1,145 | $433,325 |
All Filings in LRCX
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,499,655 | 33,461 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $4,676,590 | 21,888 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,338,181 | 19,501 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $1,869,913 | 13,965 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $1,357,308 | 13,944 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $990,101 | 13,619 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $1,245,389 | 17,242 | Shares | Sole | 2026-06-12 | |
| No filing history on record for this holder in this stock. | ||||||