THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.
Position in LRCX — Lam Research Corp
CIK 319933
INDIANAPOLIS, IN
Position in LRCX
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,257,470
+$845,327 QoQ
Shares Held
2,902
+50.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#1,749
of 3,103 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LRCX Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. holds $3,688,179 across 11 Semiconductor Equipment & Materials names. LRCX ranks #1 (34.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
2,902 | $1,257,470 | |
| 2 | ASML |
Asml Holding NV
|
463 | $921,067 | |
| 3 | KLAC |
Kla Corp
|
2,037 | $614,567 | |
| 4 | AMAT |
Applied Materials Inc /De
|
752 | $543,696 | |
| 5 | UCTT |
Ultra Clean Holdings, Inc.
|
992 | $141,448 | |
| 6 | ICHR |
Ichor Holdings, Ltd.
|
500 | $56,140 | |
| 7 | TER |
Teradyne, Inc
|
113 | $54,673 | |
| 8 | AMKR |
Amkor Technology, Inc.
|
630 | $54,324 |
All Filings in LRCX
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,257,470 | 2,902 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $412,143 | 1,929 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $441,981 | 2,582 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $96,139 | 718 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $1,485,284 | 15,259 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $943,998 | 12,985 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $705,305 | 9,765 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $576,958 | 707 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $690,009 | 648 | Shares | Sole | 2024-07-05 | |
| No filing history on record for this holder in this stock. | ||||||