Position in LRCX
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$25,638,402
+$12,727,997 QoQ
Shares Held
59,166
-2.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
6.92%
of 13F equity value
Holder Rank
#550
of 3,103 holders
Holding Since
Mar 2020
26 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, 2026VALLEY NATIONAL ADVISERS INC holds $48,147,065 across 7 Semiconductor Equipment & Materials names. LRCX ranks #1 (53.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
This page
|
59,166 | $25,638,402 | |
| 2 | KLAC |
Kla Corp
|
35,973 | $10,853,413 | |
| 3 | AMAT |
Applied Materials Inc /De
|
12,120 | $8,762,760 | |
| 4 | ASML |
Asml Holding NV
|
1,050 | $2,088,911 | |
| 5 | TER |
Teradyne, Inc
|
1,160 | $561,254 | |
| 6 | ONTO |
Onto Innovation Inc.
|
532 | $201,335 | |
| 7 | Q |
Qnity Electronics, Inc.
|
251 | $40,990 |
All Filings in LRCX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,638,402 | 59,166 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $12,910,405 | 60,425 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $10,325,748 | 60,321 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $8,036,544 | 60,019 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $4,212,095 | 43,272 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $3,229,769 | 44,426 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $3,423,845 | 47,402 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $4,148,950 | 5,084 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $10,627,202 | 9,980 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $10,049,919 | 10,344 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $8,549,282 | 10,915 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $7,273,038 | 11,604 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $7,921,320 | 12,322 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $6,802,499 | 12,832 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $5,299,983 | 12,610 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $4,644,174 | 12,689 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $5,658,845 | 13,279 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $3,240,175 | 6,027 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $2,381,824 | 3,312 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,323,842 | 2,326 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,288,386 | 1,980 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $1,211,908 | 2,036 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $963,903 | 2,041 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $505,918 | 1,525 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $134,559 | 416 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $8,880 | 37 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||