MJP ASSOCIATES INC /ADV

Position in LRCX — Lam Research Corp

CIK 715113 FARMINGTON, CT

Position in LRCX

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$1,424,355

+$908,580 QoQ

Shares Held

3,287

+36.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.46%

of 13F equity value

Holder Rank

#1,670

of 3,103 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

MJP ASSOCIATES INC /ADV holds $5,378,366 across 5 Semiconductor Equipment & Materials names. LRCX ranks #1 (26.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp This page	3,287	$1,424,355
2	ASML	Asml Holding NV	714	$1,420,460
3	AMAT	Applied Materials Inc /De	1,844	$1,333,212
4	KLAC	Kla Corp	3,252	$981,160
5	TER	Teradyne, Inc	453	$219,179

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,424,355	3,287	+36.2%	Shares	Sole	2026-08-11
2026-03-31	$515,775	2,414	+2.4%	Shares	Sole	2026-05-05
2025-12-31	$403,471	2,357	+3.8%	Shares	Sole	2026-02-06
2025-09-30	$303,953	2,270	—	Shares	Sole	2025-11-07
No filing history on record for this holder in this stock.